Planning Team

Howard “Buddy” D. Goldman, III is the co-founder and a Private Wealth Advisor for Wealthpoint Capital Partners. He started with Northwestern Mutual in July of 1985, continuing in the path of his father and grandfather working as a financial advisor who specializes in insurance, investments, and comprehensive business and estate planning. Buddy continued in his family’s footsteps by assuming the role of running the family practice of Goldman Associates that was founded in 1952 in association with Northwestern Mutual. Recently, Goldman Associates evolved into what is now known as Wealthpoint Capital Partners where he is joined by his son Casey and longtime friend Scott Butler.

Buddy was born and raised in Baltimore, Maryland, where he currently resides with his wife Abbey and German Shepherd, Cooper. They have two sons, Casey and Zachary; Casey is a partner and Private Wealth Advisor for Wealthpoint Capital Partners, while Zachary holds a Master’s in Computer Science from Tufts University and is currently working in Austin, Texas. In his free time, Buddy enjoys spending quality time with his family, traveling, fine dining, and playing golf with clients and friends.

Buddy is a graduate of Tufts University, where he holds a Bachelor of Science in Engineering. This engineering background enables him to analyze and understand the complexities of the business which attributes to his deep knowledge base. Additionally, he holds the Series 6, 7, 63, 65, and the Maryland Life and Health Insurance licenses. He also holds several industry designations which includes: CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), and AEP® (Accredited Estate Planner).

Buddy is a frequently sought-after speaker at industry meetings and most recently ranked as number 28th in the country for the Forbes and SHOOK Research Top Financial Security Professionals of 2021. He remains an active member and is a past president of the Baltimore Estate Planning Council. A perennial qualifier for the Million Dollar Round Table recognition, Buddy attained the exclusive recognition of “Top of the Table” for over seventeen years.

Scott is the co-founder and a Private Wealth Advisor for Wealthpoint Capital Partners. He has been an advisor with Northwestern Mutual since 1989. Scott is a graduate of The University of Delaware, where he holds a Bachelor of Science in Economics. He also holds several industry designations which include CERTIFIED FINANCIAL PLANNER™, CLU®, ChFC®, and RICP®, Private Wealth Advisor and Lifetime member MDRT.

Scott has successfully held several leadership roles with Northwestern Mutual, including Managing Director from 2002-2021, Past-President of the NM’s Managing Directors Association serving 2008-2012, Past-President of the Association of Agents 2016, and NM Committee member 2004-2020. He’s also enjoyed experiencing leadership roles with outside professional networks, including serving as Past-President and Board member of Howard County Hospital Foundation, a member of John’s Hopkins Medicine. His attraction to leadership began in the Boy Scouts, where Scott achieved Eagle Scout.

Scott’s expertise and experience helps his clients find confidence, happiness, and abundance through comprehensive planning and a comfort from advice. When not planning for clients, Scott loves running, golfing, reading, and enjoying time with family and friends at their farmette in West Friendship, MD. Married to Rachel, they are proud parents to three daughters Abigail, Hannah, Phoebe and two rescue dogs, Norman, and Archibald.

Casey is a Partner and Private Wealth Advisor for Wealthpoint Capital Partners. He is the fourth generation, sixth member of the Goldman family to work in the financial services industry. He started with Northwestern Mutual in 2014 and subsequently partnered with his father, Buddy, in 2017. Casey was born and raised in Pikesville, Maryland and currently lives in Baltimore with his wife, Léa, and their Golden Retriever, Archie. Casey is an avid foodie and bourbon collector who enjoys traveling around the world when he is not cheering on his beloved Baltimore Ravens.

Casey graduated cum laude from Elon University in 2015, where he received a B.A. degree in Business Administration. He currently holds his Maryland Life, Health and Variable Annuity licenses as well as the Series 6, 7 and 63 securities licenses.

Jake has been working with Northwestern Mutual since 2012 and joined Buddy’s and Casey’s practice in July of 2016. Jake successfully manages the wealth management operations of Wealthpoint Capital Partners and oversees the financial planning aspects of the business as well. Jake was born and raised in Annapolis, Maryland, and currently resides in Locust Point with his wife Sarah and dog Charlie. In Jake’s free time you may find him playing golf or cheering on the Ravens.

Jake is a graduate of Salisbury University, where he holds a Bachelor of Arts in Finance and Management. Jake holds designations which attest to his knowledge and experience in the industry that includes: CERTIFIED FINANCIAL PLANNER™ professional, CLU^® (Chartered Life Underwriter), RICP^® (Retirement Income Certified Professional), and most recently the ChFC^® (Chartered Financial Consultant). In addition, he holds his Maryland Life and Health Insurance License, Series 7, and 66 securities registrations. Jake believes in continuing education and plans to sit for future exams and designations.

How can Jake help you?

-He oversees the wealth management operations which includes asset allocation and building investment proposals.

-He manages the financial planning operations which includes retirement analysis.

-He directs client relations for both the investment and insurance parts of the business.

Malia joined Northwestern Mutual in 2013. For Wealthpoint Capital Partners, her role focuses on client service and experience across insurance risk management and wealth management. She graduated from the University of North Carolina at Wilmington with a BS in Business Administration and a minor in International Business. She holds the Life, Health, and Annuities insurance licenses, the series 6 and series 63 FINRA exams and is pursuing further industry education, with a goal of 2022. Malia lives in Northern Virginia with her husband. For fun, she enjoys traveling and live music concerts.

How can Malia help you?

-She oversees client onboarding for insurance risk management which includes new applications and navigating the underwriting process.

-She handles client servicing for insurance planning, wealth management, and NM client-facing technology platforms such as the client website.

-She can help you schedule a meeting with Scott.

Emily joined Northwestern Mutual in 2017. With Wealthpoint Capital Partners, Emily works closely with our advisors to create comprehensive financial plans that are customized to each clients’ unique needs and goals. Emily was born and raised in Howard County, Maryland, and currently resides in Washington, D.C. Navy Yard. For fun, she enjoys trying new restaurants in DC, traveling, and spending time with family and friends.

Emily is a graduate of the University of South Carolina, where she holds a Bachelor of Science in Finance and Insurance and Risk Management. She holds the Life and Health Insurance Producer license, Series 6 and 63 securities exams and is pursuing further industry education, with a goal of 2022.

How can Emily help you?

-She specializes in building comprehensive financial plans for our clients.

-She evaluates and reviews our clients progress towards financial security and goals.

-She assists with client onboarding and servicing for wealth management accounts. 

Rob Garrick handles the investment operations for Wealthpoint Capital Partners. He started at Northwestern Mutual in 2010 in the Columbia, MD office. Rob earned a BS from Towson. He lives in Eldersburg, MD with his wife. He has two daughters. In his spare time, he coaches youth soccer in Maryland. He holds a Level x coaching certificate for youth soccer and coaches 2 teams within Maryland United Club Soccer.

How can Rob help you?

-He assists with client onboarding for wealth management accounts.

-He builds investment proposals for prospective and current clients.

-He helps maintain and align investment accounts with current client goals.

Bonnie joined Wealthpoint Capital Partners in June of 2021 and currently manages the application and underwriting process in addition to assisting clients with all policy owner services. Bonnie was born and raised in Baltimore, Maryland, where she resides with her husband, children, and two dogs. In Bonnie’s free time, you may find her spending quality time with family and friends and exploring new restaurants around the city.

Bonnie is a graduate of the University of Maryland College Park and holds a Bachelor of Science in Elementary Education with a concentration in Mathematics. She also holds her Maryland Life and Health Insurance licenses which allows her to assist in managing the entire insurance process from beginning to end. Bonnie has worked in the private and public sector of education for several years and is committed to continuing to help clients and all others in any way she can.

How can Bonnie help you?

-She manages client relations and is available to help with any insurance related questions.

-She oversees the insurance process from the beginning until the end, which includes tracking the application and underwriting process.

-She can help you schedule a meeting with Buddy and/or Casey.