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

Charles Meyer, Jr., CFA®, MBA

Partner

Hunt Valley

Barbara Rishel, MBA

Sr. Wealth Advisor

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

Client Service Specialist

Hunt Valley

LaShawn Jenkins

Sr. Client Service Specialist

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®

Charles Meyer, Jr., CFA®, MBA

Barbara Rishel, MBA

Eric Schopf, MBA

J. Scott Murphy, MBA

Joseph McCarthy, CFP®, ChFC

Rick Rubin, CFP®, CFA®, MBA

Jordan Shivery

LaShawn Jenkins

Kristen Comeau

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Portfolio Diversification: How To Build a More Resilient Investment Strategy

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