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.
Mike leads the Annapolis office and its' advisors through strategic coaching, partnership, and collaboration. His goal is to help every financial advisor provide the highest level of service and expertise to their clientele. In addition to his role as Managing Director, Mike serves his clients by creating impactful...
Mike leads the Annapolis office and its' advisors through strategic coaching, partnership, and collaboration. His goal is to help every financial advisor provide the highest level of service and expertise to their clientele. In addition to his role as Managing Director, Mike serves his clients by creating impactful financial plans for individuals, families, and business owners.
As a Growth and Development Director, Rachel uses her expertise to coach and develop our financial advisors to build successful financial practices. In her work with her clients, Rachel specializes in helping emerging professionals and families create holistic financial plans.
Karolyn Brady
Director of Business Development
Katie supports the overall business plan of the Annapolis Office 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.