About Us

Ann Alsina is a graduate of The Fisher School of Accounting at The University of Florida. After a 17-year career in the automotive industry advising automobile manufacturers and dealership owners, Ann made ...

As Chief of Staff, Brandi Murray leads our administrative staff in the day-to-day operational support for the firm, including scheduling, document preparation and processing, and any other tasks that allow the advisors...

Sheri Hamburger is a graduate of the University of Maryland – College Park and became a licensed CPA in 2011. She has experience in tax planning and projections for individuals, partnerships and corporations and small business...

 As Appointment Coordinator, Jennie Young reaches out to clients for scheduling, ensures they have all they need prior to their appointment, and manages any questions or concerns they might have.A native of the Annapolis area,...

As an Associate Advisor, John helps support the lead advisor in many areas. He is responsible for attending client meetings, data gathering, plan preparation, and client relationship building among other things. His favorite part of...

As a Client Service Specialist, Keli Strickland’s overall goal is to help our advisors spend more time with clients than with paperwork. She provides administrative assistance in such matters as preparation for upcoming client...

Steff is the pivotal first point of contact for those who visit or call in to our offices. She assesses what each contact needs and how best to ensure those queries are expediently and thoughtfully addressed. Steff assists with client...