Putting
people first.
Get to know our leadership team
Leadership at the Annapolis office is dedicated to doing good for our clients, employees and community.
I invest in our leadership team and the advisors of our Annapolis office through coaching, partnership, and collaboration. This provides us the opportunity to provide the highest level of client service and impactful financial planning for individuals, families, and businesses in our community.
I specialize in helping young professionals and young families create holistic financial plans. I strive to develop an understanding of who my clients are, what their vision is, as well other personal, professional, and financial goals and objectives to help them create financial independence, freedom, and security...
I specialize in helping young professionals and young families create holistic financial plans. I strive to develop an understanding of who my clients are, what their vision is, as well other personal, professional, and financial goals and objectives to help them create financial independence, freedom, and security through hard work, accountability, and partnership.
Karolyn Brady
Director of Business Development
Katie supports the overall business plan of the Annapolis Office growth and is responsible for the development of new financial representatives in the Annapolis Office. She works directly with advisor's in the first two years coaching them in their business to their full potential.