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: Owings Mills

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Dovid Price, CFP®

Sr. Wealth Advisor

Jon Dinkins, CPA, PFS, CIMA, AIF

Principal, Sr Wealth Advisor

Marina Sidelnikova, CPWA, AIF

Sr. Wealth Advisor

Michael Creamer, CPA, CFP®, CDFA, ADPA, AIF, BFA

Sr. Wealth Advisor

Richard Osikowicz, CFP®, AIF

Sr. Wealth Advisor

Todd Norris, CFP®

Sr. Wealth Advisor

Angela Schnepp

Client Service Specialist

Narai Henderson

Client Service Specialist

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