Our Team

Rosemarie has been meeting her clients’ financial planning needs for over 30 years.  She has been described by her clients as a skilled professional who is always proactive and serving their best interests. Client’s value her...

As a Maryland resident for the past 25 years Andrew has worked as a local advocate for his clients. He has fostered long-term relationships with his clients and has been there every step of the way throughout their unique journeys....

Rob has worked with clients for over 20 years to specifically tailor a financial plan that helps them to achieve their financial success. His focus is...

Pete Berneburg has over twenty-five years of experience in the investment industry spanning roles that include investment customer service representative, investment product manager, and wealth manager/financial planner. His diverse...

Angela serves as our new Operations Manager and brings to the team 22 years of experience in the financial services industry. Her career in Office Administration...

Christine is the newest member of our Operations Team. She is a native of Maryland and graduated from UMBC with a degree in communications.  Christine has experience in the mortgage and real estate industries, where dedication to...