Our Team

Advisors

William M. Leeb

William M. Leeb, CFP^®

President and Senior Advisor

410-821-5040

[email protected]

David R. Travis

David R. Travis, CFP^®, CPA^®

Senior Advisor

410-821-5040

[email protected]

John Hauserman

John Hauserman, CFP^®

Senior Advisor

410-821-5040

[email protected]

Jeffrey Reynolds

Jeffrey Reynolds, CFP^®

Advisor

410-821-5040

[email protected]

Dale T. Woodring

Dale T. Woodring, CFP^®

Senior Advisor

410-821-5040

[email protected]

Dan Nordeen

Dan Nordeen, CFP^®

Director of Plan Creation

410-821-5040

[email protected]

Portfolio Services

John Pettit, Jr.

John Pettit, Jr.

Director of Portfolio Services

410-821-5040

[email protected]

Client Services

Jodi Greenlund

Jodi Greenlund

Senior Client Service Liaison

410-821-5040

[email protected]

Suzanna Vovak

Suzanna Vovak

Director of Client Communications

410-821-5040

[email protected]

Carol Rider

Carol Rider

Administrative Assistant

410-821-5040

[email protected]

Rose Caltabiano

Rose Caltabiano

Client Service Liaison

410-821-5040

[email protected]

Lisa Till

Lisa Till

Administrative Assistant

(410)821-5040

[email protected]

Office & Operations Management

Jeanne Maffei

Jeanne Maffei

Operations Manager

410-821-5040

[email protected]

Mark K. Traub, AAMS

Mark K. Traub, AAMS

Chief Operations Officer

410-821-5040

[email protected]

Estate Coordination

Ryan Leeb

Ryan Leeb

Estate Plan Coordinator

(410)821-5040

[email protected]