Team

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 Operations Manager, Brandi Murray provides the day-to-day operational support for the firm, including scheduling, document preparation and processing, and any other tasks that allow the advisors to focus their time on their clients...

As appointment coordinator, Emily Muller reaches out to clients for scheduling, ensures they have all they need prior to their appointment and handles any questions or concerns they might have. A native of Pasadena, MD, Emily graduated...

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...

The first voice you’re likely to hear when contacting our office is that of administrative assistant Taylor Clark. She manages the front desk, greets, and directs clients, and processes paperwork, along with other administrative...