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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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Fran Goldman, CFP®, MBA

Sr. Wealth Advisor

Washington, DC

Joseph McCarthy, CFP®, ChFC

Wealth Advisor

Washington, DC, Owings Mills

Kristen Comeau

Regional Vice President

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

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Partner

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

Claudia Balla

Wealth Strategist

Washington, DC

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