11350 McCormick Road
Wealth Management Advisor
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...
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...
Director of Advanced Planning
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
Jay has been helping people make smart decisions about their financial life and money for over 29 years. As a financial planner, he is devoted to making sure his clients receive objective and thorough advice. He has...
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...
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...
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...
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....
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...
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...