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.

Let’s talk

Search results for:

Location: Owings Mills

Clear All Filters

Dovid Price, CFP®

Sr. Wealth Advisor

Owings Mills

Joseph McCarthy, CFP®, ChFC

Wealth Advisor

Owings Mills

Marina Sidelnikova, CPWA, AIF

Sr. Wealth Advisor

Owings Mills

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

Sr. Wealth Advisor

Owings Mills

Richard Osikowicz, CFP®, AIF

Sr. Wealth Advisor

Owings Mills

Todd Norris, CFP®

Sr. Wealth Advisor

Owings Mills

Kristen Comeau

Regional Vice President

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

Jon Dinkins, CPA, PFS, CIMA

Principal, Sr Wealth Advisor

Owings Mills

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Partner

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

Angela Schnepp

Client Service Specialist

Owings Mills

Narai Henderson

Client Service Specialist

Owings Mills

Ready to get started?

Let’s Talk

Explore More

Investment Management

Insights From Our CIO: The Iran War’s Impact on Markets Six Months In

September 22, 2026

Women & Wealth

How Women Can Design a Legacy That Reflects Their Values

September 15, 2026

Tax Planning

How Much Money Do You Need To Work With a Wealth Manager?

September 11, 2026

Continue Browsing

Core Solutions

Specialty Solutions

Our Team

Engaging Us

Our Locations

Sharing Knowledge

Explore by Topic

Trending

Explore by Format

Latest

Meet our Advisory Team

Search results for:

Dovid Price, CFP®

Joseph McCarthy, CFP®, ChFC

Marina Sidelnikova, CPWA, AIF

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

Richard Osikowicz, CFP®, AIF

Todd Norris, CFP®

Kristen Comeau

Jon Dinkins, CPA, PFS, CIMA

Joseph Young, CFP®, MBA, MSF, CRPC®

Angela Schnepp

Narai Henderson

Ready to get started?

Explore More

Insights From Our CIO: The Iran War’s Impact on Markets Six Months In

How Women Can Design a Legacy That Reflects Their Values

How Much Money Do You Need To Work With a Wealth Manager?

Call Me Soon

Schedule a Call

How would you like to connect?

Let’s get started.

1

2

3

4

5

6

7