Meet Our Associates
Aenon Wallace
Financial Advisor
Aenon Wallace runs a successful financial planning practice that focuses on developing personalized financial strategies for medical professionals and small business owners to help them achieve the peace of mind that comes from knowing...
Ambrose Carr
Financial Advisor
Each individual or business situation is unique, yet a lot of my clients share similar, high-level goals, challenges and risks. When one explores their financial goals, they embark on a journey; and as a Financial Advisor, I act as...
Angela Vahue
Financial Specialist & Wealth Management Advisor
Angela Vahue is the proud owner and president of AVA Wealth Advisors (Angela Vahue & Associates Wealth Advisors). She finds it greatly rewarding to use her skills to help others achieve financial health and the independence that...
Artensia Delbridge
Financial Representative
artensia.delbridge@yourfgp.com
Artensia brings her experience as a tax accountant to continue educating her clients on the importance of tax planning strategies, saving for their future by protecting their today. She specializes in working with small business...
Benjamin Teichman
Managing Partner
Ben is a Managing Partner at Financial Growth Partners.
Bradley Armstrong
Financial Representative
I became a financial representative because I know how stressful not having money can be, and how important building the habit of saving is to overall mental and financial health. After graduating college in the thick of the pandemic, I...
Bridgette Jones
Financial Representative
My past career was in Retail Management, where I took the time to nurture my team and guests. Since joining the financial services industry I have the opportunity to learn everything I can in order to nurture my clients on reaching...
Buna B. Cumbie II CLU® , & CHFC®
Financial Advisor
410-290-3932
Caroline Morris CFP®, ChFC®, CLU®, RICP®
Vice President of Career Development
My passion is to dramatically impact the lives of others by educating on how to maximize wealth potential. My mission is to strengthen the financial security of my clients and discover strategies to realize their financial goals. I...
Chris Milligan, ChFC® CLU®
Wealth Management Advisor
cmilligan@bastionwealthgroup.com
Chris's business philosophy stems from his personal definition of wealth. Coming home to his family every day, and knowing that he has done everything in his power to protect them, makes him feel like the richest man on earth.With more...
Chris Gill
Financial Advisor
I provide total planning services to institutions, corporate executives, entrepreneurs, business owners, professionals, individuals, and their families to develop and implement comprehensive financial strategies.Our approach at First...
Chuck Usborne
Registered Representative
Chuck Usborne has been with Financial Growth Partners for over 25 years and has over 35 years of experience with business owners, professionals and executives.A trusted and experienced financial “coach”, Chuck’s...
Dalton Wilson
Financial Representative
Dalton’s mission is to help people find financial balance by enriching their use and understanding of money. Whether a client is looking for wealth planning guidance or simply a deeper understanding of their current financial...
David Watson
Wealth Management Advisor
dwatson@bastionwealthgroup.com
David is a financial advisor who has dedicated his career to working with business professionals, medical professionals, small business owners, and their families. Familiar with the landmark events that these clients encounter...
David Watson
Training Manager
dwatson@bastionwealthgroup.com
As an FGP Training Manager, David Watson works to design, build and implement our agency’s training and development experience for our newest advisors.“Our special focus in the training curriculum is inexperienced,...
Devon Cury, CAP®
Director of Advanced Planning
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
Don Ritter, CLU®
Registered Representative
Don is one of Financial Growth Partners' most "senior" members, having entered the financial services field shortly after earning his Bachelor of Science degree from the University of Delaware in 1971. He joined The Guardian Life...
Doug Stockman
Director of Marketing, Systems & Client Relations
Douglas Stockman
Financial Representative & Director of Client Relations
With over 15 years of financial services experience, Doug Stockman is the Director of Client Relations and a Financial Representative at Financial Growth Partners. Doug works with clients to identify their financial security needs...
Edward Feduke, CRPC ®
Financial Professional
Prior to Financial Growth Partners, Ed spent almost 10 years as a mortgage advisor helping nearly 1,000 families by determining the right financing for their needs and home ownership goals. Ed graduated from the University of...
Emma Royce
Director of Talent Acquisition
Emma Royce serves Financial Growth Partners as our Director of Talent Acquisition, helping lead the firm's horizontal growth and talent infusion into its unrivaled career development program. She joined the firm in 2022 after...
Evaristo (Ever) Gonzalez, CFP®, CLU®, RICP®, WMCP®
Financial Advisor
Ever’s goal is to help improve and protect the financial futures of families and owners of closely-held businesses.Before becoming a financial advisor, Ever worked as Vice President of Manufacturing and Engineering with Graham...
Ever J Gonzalez, RICP®
Registered Representative
Prior to becoming an advisor, Ever J. worked as an account executive at Polaris Development. At Polaris Development, he worked with business owners to reduce costs in all areas of their business. Ever J. brings...
Gaffar Chowdhury, CAP®
President and CEO
gaffar.chowdhury@districtwealthstrgs.com
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.CA Insurance License #0L79740
Genevieve Paeglow
Regional Director of Talent Experience
genevieve.s.paeglow@yourfgp.com
Click here to reserve time on my calendar.
Gibson Vaught
Financial Representative
Gordon Smith, CLU®, ChFC®
Registered Representative
Gordon’s financial services career began shortly after graduating from the University of Baltimore in 1982. Gordon specializes in comprehensive financial planning and portfolio management. His goal within the client relationship...
J Michael Smith
Registered Representative
Jeff Clark
Financial Representative
Jeff Clark has over 25 years of experience in the finance and accounting field, managing companies and developing strategies that help his clients better organize, understand, and improve their entire financial lives. Prior to joining...
Jeffrey Bingham CFP®, CLU®, CASL®
Financial Representative
jeffrey@holisticfinancial.services
Jeffrey works with his clients to ensure that they have winning financial strategies that will support their lives and help them attain their dreams. By working with them in their personal and business financial worlds, Jeffrey...
Jenevieve J. Lenz, MBA
Wealth Management Advisor
PROVIDING A PERSONALIZED, HOLISTIC APPROACH TO FINANCIAL HEALTH FOR PROFESSIONAL WOMEN,THEIR FAMILIES AND WOMEN BUSINESS OWNERSWorking with Jenevieve Lenz provides you the unique opportunity to strategize for your success. Jenevieve,...
John Crane
Financial Advisor
John W. Crane is a financial advisor with an absolute focus on integrity and on gaining financial balance for his clients. He believes client success is best achieved through playing a valuable and continuing role in his client’s...
John E Jones Jr
Managing Director
My goal is to change the landscape of my community in the greater Richmond area by making sure everyone has the information they need to make solid decisions that will build financial wealth for years to come. I want everyone to get...
Johnathan Munoz
Managing Associate
My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.
Joyce Gills-Jones
Financial Representative
Joyce Gills-Jones is a seasoned financial representative, entrepreneur, and community change agent with more than 20 years of operational leadership and experience in the insurance industry. Focused on people centralism,...
Kelly Pauline, EMBA
Managing Director, Talent Acquisition
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Financial Growth Partners is the DBA name of IA PA, LLC a wholly owned subsidiary of Guardian.
Kevin Ridley
Managing Associate, Registered Representative
Kevin's business philosophy is to provide families and business owners with assistance in building their financial freedom, which he has developed in his more than 20 years of experience in the financial services industry. His...
Lee Derrick
Registered Representative
Lee prides himself on distilling complex principles, products, and strategies into concise, simple solutions for his clients. He is extremely well-liked and trusted, and enjoys working with couples and families. As a former...
Lee Fortenberry
Senior Vice President for Strategy, Development and Counsel
Lee Fortenberry began his career in the financial services profession with Northwestern Mutual in 1991. After building a successful personal practice, he created a network district office in 1997, winning the Growth Award in his first...
Lorena Griffin
Director of Practice Management
Lorena Griffin has been part of the Guardian Network since 2016. She's licensed for Life and Health products, as well as Securities. Lorena currently serves as Financial Growth Partners' Career Development Project and...
M Katherine Reilly Will
Financial Advisor
Kate Reilly is a Financial Advisor with more than 35 years of experience. As a child, Kate remembers tagging along with her father on industry conventions all over the world, and eventually helping him in his financial practice....
Maria Salter
Registered Representative
What sets Financial Growth Partners apart from other financial firms is the way we help people "use their money" strategically. Most people make financial decisions without considering any cause and effect on other financial, budgetary...
Marvin D. Banaag
Managing Director
Marvin is a Filipino-American who was born in the Philippines and raised in the U.S. at a very young age. His passion in sports led him to pursue opportunities in sports after he graduated from St. John's University. He started off his...
Matt Gunter
Managing Associate
I gravitated toward this industry because it was one great way that I could truly have a positive impact on peoples lives. Having the opportunity to help individuals make better strategic decisions when it comes to protecting, growing,...
Matthew Vahue, CLF®
Managing Partner
Matt is a Managing Partner at Financial Growth Partners.
Mick Melocheck
Financial Representative
Every tomorrow is built on the decisions that we make today. It's up to each of us to make those decisions as informed as possible. We simply don't know what we don't know.I gravitated toward this industry because it was one great way...
Nyle Berkes
Financial Advisor/Training Manager
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
Pamela Gilmour, RICP ® CLU®, ChFC®
Financial Advisor
410-832-4292
PAMELA GILMOUR, CEO OF FINANCIAL FITNESSPam has been in the financial services industry for over 34 years following years in banking, data processing and public accounting. She graduated from Bucknell University with a BSBA in...
Patrice Lester-El
Financial Representative
Patrice is driven by hard work and sustainable development. She excels in community-focused financial management. Patrice believes in educating her community with life changing information that could benefit the lives of generations to...
Randy Jones, ChFC®
Wealth Management Advisor
As a combat medic, I was once told “Medicine is not designed to heal you. It is designed to “sustain” you.” When it comes to finances, the information you receive is not designed to...
Robert Capron
Financial Representative
"My mission is to empower individuals and businesses with the knowledge and tools necessary to achieve financial freedom and success," Robert says. "I aim to educate and inspire my clients to make informed decisions, help them build...
Sarah Cato, CFP®, CExP®, ChFC®, CLU®, RICP®
Financial Advisor, Director of Business Strategies
With more than than 20 years of leadership experience in the mid-size business market, Sarah serves as Director of the Business Strategies Group at Financial Growth Partners. As a professional holding the Certified Financial...
Stephen Norris, CFP®
Financial Advisor
410-832-4292
STEVE SEEKS TO PROVIDE CLIENTS WITH THE ASSURANCE THAT, THROUGH PLANNING, THEY WILL ACHIEVE OPTIMAL RESULTS.He joined the Financial Fitness team in 2011, and as a Certified Financial Planner ™ Professional takes a comprehensive...
Steve Derrick CLU®, ChFC®
Registered Representative
Steve focuses on working closely with clients to maximize their wealth potential. He specializes in helping small business owners integrate their personal and business finances to create efficiencies of cash flow to achieve...
Tameeka Johnson
Financial Representative
Tameeka has a degree in Business Administration where she has utilized her skills and business acumen to help corporations scale up and increase revenue. She spent most of her career in the healthcare industry working as an account...
Vinara Mosby
Financial Representative
Vincent Gallo
Disability Income Supervisor Life Brokerage Manager
Vincent Gallo is one of the most successful and experienced Disability Income Specialists residing in Central or Eastern Pennsylvania (PA) representing The Guardian Life Insurance Company of America, NY, NY. Vince is the Disability...
William Crossan
Managing Partner
Will Crossnan is a Managing Partner at Financial Growth Partners.