Broker Check

Our Team

Our Team

Carol Rider

Carol Rider

Administrative Assistant

(410)821-9200

(410)821-5040

Colleen Prim

Colleen Prim

Client Service Liaison

(410)821-9200

(410)821-5040

Dan Nordeen

Dan Nordeen, CFP®

Director of Plan Creation

(410)821-9200

(410)821-5040

Jodi Greenlund

Jodi Greenlund

Senior Client Service Liaison

(410)821-9200

(410)821-5040

John Pettit, Jr.

John Pettit, Jr.

Director of Portfolio Services

(410)821-9200

(410)821-5040

Lisa Till

Lisa Till

Administrative Assistant

(410)821-9200

(410)821-5040

Mark K. Traub, AAMS

Mark K. Traub, AAMS

Chief Compliance Officer, FCAM

(410)821-9200

(410)821-5040

Rose Caltabiano

Rose Caltabiano

Client Service Liaison

(410)821-9200

(410)821-5040

Suzanna Vovak

Suzanna Vovak

Director of Client Communications

(410)821-9200

(410)821-5040

William M. Leeb

William M. Leeb, CFP®

President and Senior Advisor

(410)821-9200

(410)821-5040