Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Hunt Valley

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Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Partner

McLean, Richmond, Roanoke, Hunt Valley, Washington, DC, Owings Mills

Barbara Rishel, MBA

Sr. Wealth Advisor

Hunt Valley

Charles Meyer, Jr., CFA®, MBA

Partner

Hunt Valley

Eric Schopf, MBA

Sr. Wealth Advisor

Hunt Valley

J. Scott Murphy, MBA

Sr. Wealth Advisor

Hunt Valley

Joseph McCarthy, CFP®, ChFC®

Wealth Advisor

Washington, DC, Hunt Valley, McLean, Owings Mills

Rick Rubin, CFP®, CFA®, MBA

Sr. Wealth Advisor

Hunt Valley

Jordan Shivery

Service Operations Associate

Hunt Valley

LaShawn Jenkins

Service Operations Associate

Hunt Valley

Kristen Comeau

Regional Vice President

McLean, Roanoke, Richmond, Washington, DC, Owings Mills, Hunt Valley

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Meet our Advisory Team

Search results for:

Joseph Young, CFP®, MBA, MSF, CRPC®

Barbara Rishel, MBA

Charles Meyer, Jr., CFA®, MBA

Eric Schopf, MBA

J. Scott Murphy, MBA

Joseph McCarthy, CFP®, ChFC®

Rick Rubin, CFP®, CFA®, MBA

Jordan Shivery

LaShawn Jenkins

Kristen Comeau

Ready to get started?

Explore More

Bond Investing Basics: What Every Investor Should Know

When Will Passive Investors Own the Mega-IPOs?

Why One Team Can Simplify Your Financial Life

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