Our Team

William M. Leeb, CFP^®

President and Senior Advisor

410-821-9200

410-821-5040

BillL@FinancialCouncil.com

David R. Travis, CFP^®

Senior Advisor

410-821-9200

410-821-5040

DavidT@FinancialCouncil.com

John Hauserman, CFP^®

Senior Advisor

410-821-9200

410-821-5040

JohnH@FinancialCouncil.com

Jeffrey Reynolds, CFP^®

Advisor

410-821-9200

410-821-5040

JeffR@FinancialCouncil.com

Dale T. Woodring, CFP^®

Senior Advisor

410-821-9200

410-821-5040

DaleW@FinancialCouncil.com

Dan Nordeen, CFP^®

Director of Plan Creation

410-821-9200

410-821-5040

DanN@FinancialCouncil.com

Richard Tomaschefsky, II

Financial Planning Assistant

(410)821-9200

(410)821-5040

rickt@financialcouncil.com

John Pettit, Jr.

Director of Portfolio Services

410-821-9200

410-821-5040

JohnP@FinancialCouncil.com

Jodi Greenlund

Senior Client Service Liaison

410-821-9200

410-821-5040

JodiG@FinancialCouncil.com

Rose Caltabiano

Client Service Liaison

410-821-9200

410-821-5040

RoseC@FinancialCouncil.com

Colleen Prim

Client Service Liaison

(410)821-9200

(410)821-5040

colleenp@financialcouncil.com

Suzanna Vovak

Director of Client Communications

410-821-9200

410-821-5040

SuzyV@FinancialCouncil.com

Carol Rider

Administrative Assistant

410-821-9200

410-821-5040

CarolR@FinancialCouncil.com

Lisa Till

Administrative Assistant

(410)821-9200

(410)821-5040

lisat@financialcouncil.com

Jeanne Maffei

Operations Manager

410-821-9200

410-821-5040

JeanneM@FinancialCouncil.com

Mark K. Traub, AAMS

Chief Compliance Officer, FCAM

410-821-9200

410-821-5040

MarkT@FinancialCouncil.com