Broker Check

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Our Team

Our Team

Carol Rider

Carol Rider

Administrative Assistant

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(410)821-5040

Colleen Prim

Colleen Prim

Client Service Liaison

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Dale T. Woodring

Dale T. Woodring, CFP®

Senior Advisor

(410)821-9200

(410)821-5040

Dan Nordeen

Dan Nordeen, CFP®

Director of Plan Creation

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(410)821-5040

David R. Travis

David R. Travis, CFP®

Senior Advisor

(410)821-9200

(410)821-5040

Jeanne Maffei

Jeanne Maffei

Operations Manager

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Jeffrey Reynolds

Jeffrey Reynolds, CFP®

Senior Advisor

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(410)821-5040

Jodi Greenlund

Jodi Greenlund

Senior Client Service Liaison

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John Hauserman

John Hauserman, CFP®

Senior Advisor

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(410)821-5040

John Pettit, Jr.

John Pettit, Jr.

Director of Portfolio Services

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(410)821-5040

John Gillick

John Gillick, CFP®, CPA®

Advisor Assistant

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Lisa Till

Lisa Till

Administrative Assistant

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(410)821-5040

Mark K. Traub, AAMS

Mark K. Traub, AAMS

Chief Compliance Officer, FCAM

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(410)821-5040

Richard Tomaschefsky, II

Richard Tomaschefsky, II, CFP®

Financial Advisor

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(410)821-5040

Rose Caltabiano

Rose Caltabiano

Client Service Liaison

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(410)821-5040

Suzanna Vovak

Suzanna Vovak

Director of Client Communications

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(410)821-5040

William M. Leeb

William M. Leeb, CFP®

President and Senior Advisor

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(410)821-5040