Our People

Tyrone Clarke

Client Service Associate

Tyrone is a Client Service Associate based in the firm’s...

Carol Clarke

Assistant Vice President, Client Service

Carol is an Assistant Vice President, Client Service located in...

Samia L. Clookie (née Reed), CFP®, FPQP™

Senior Advisor Associate

Samia is a Senior Advisor Associate in the firm’s Annapolis,...

Rachel Clore

Client Service Associate

As a Client Service Associate, Rachel supports the advisory team...

Pat Coelho

Receptionist

Pat works in the Fulton, MD office supporting Advisors and...

Rokhand Collins

Client Service Specialist

Rokhand Collins is a Client Service Specialist based in the...

Dominick Commesso

Senior Vice President, Business Development

Based in our Palm Beach Gardens office, Dominick joined the...

Justin Cone

Senior Advisor Associate

Justin joined the firm in 2019 and works as a...

Jonathan C. Connolly, AIF®

Managing Director, Head of Trust Services

As a seasoned professional with more than 29 years of...

Adam Corder, FPQP™

Advisor Associate

Adam serves as an Advisor Associate in the firm’s Annapolis,...

Crystal Cox, MBA, CDFA®, CFP®

Senior Vice President

Crystal Cox is a financial advisor based in the Madison,...

Kelly Crosby

Senior Office Coordinator

Kelly is the Senior Office Coordinator of the firm’s Potomac,...

Tony Cruz, CAIA®

Senior Vice President

As an advisor, Tony works closely with clients leveraging his...

Tim Curley

Vice President, Investments

Tim Curley is a Vice President on the Investments Team...

Mary Rose Cusick

Senior Client Service Associate

Serving as a Senior Client Service Associate for the West...

Jay Czarapata, CFP®, CRPS®

Senior Vice President

Jay joined the firm in 2011 in our Milwaukee office...