Rockville Team

We emphasize meaningful relationship over transactions, and thoughtful planning over products. While our practice was established in Rockville, MD area - we quickly found that our services and clientele could extend well beyond the Washington DC region. Whether close by or in other parts of the country, our clients should expect to receive exceptional service and care.

If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Financial Advisor Ryan Zelinsky

Ryan Zelinsky

CFP®, ChFC®

Financial Advisor

We specialize in working with successful professional athletes looking to maximize their opportunity in order to create generational wealth. We help them take their discipline from sports and translate it to financial habits.

Photo of Director of Client Experience Malia Lubking

Malia Lubking

ChFC®

Director of Client Experience

Photo of Director of Operations and Client Service Rob Garrick

Rob Garrick

Director of Operations and Client Service

Photo of Financial Planning Specialist Emily King

Emily King

ChFC®

Financial Planning Specialist