Samuel Fishelberg, CFP®
Working with clients collaboratively, Sam designs financial plans that encompass each family’s unique retirement and investment planning needs, bringing creative ...
Benjamin Sullivan, CFP®
Ben is a senior advisor associate in our New York office, supporting advisors by helping to serve clients and assist ...
Jake Obringer, CFP®
Jake serves as an advisor associate in our Reston, VA office, supporting the team’s advisors in managing client relationships and ...
Megan John, CFP®
Megan serves as an Assistant Vice President, Client Service in our New York office, helping advisors with day-to-day management of ...
Ryan Jordan, CFP®
Ryan is a senior advisor associate in the firm’s Potomac office, assuming the role after an internship in the summer ...
Dominick Matteo, CFP®
Dominick serves as a senior advisor associate in our New York office, working with the broader advisor team in managing ...
Jennifer Giemza, CFP®
Jenny serves as an Advisor and as head of the firm’s Madison, WI office. With over 15 years of experience ...
Joshua Shoshan, CFP®, APMA™, CEPA
Josh is an Advisor in our New York office, where he works with his clients on their investment and advanced ...
Samia L. Clookie (née Reed), CFP®, FPQP™
Samia is an advisor based in the firm’s Annapolis, Maryland office. She works directly with clients and supports the broader ...
Tatiana Dadykina, CFP®, CDFA®, AIF®
Tatiana is an advisor based in our Annapolis, Maryland office. As a Certified Financial Planner™ and Certified Divorce Financial Analyst, ...
Luke Smith, CFP®, AIF®
Luke is a CFP® professional and Advisor in our Salisbury, Maryland office. He creates customized financial plans for each client ...
Erik A. Szabocsik, CFP®
Erik joined the team in 2020 through the acquisition of StratWealth, bringing over 12 years of industry experience. As a ...
