Planning Team

 

Howard "Buddy" D. Goldman III , CLU®, ChFC®, AEP®

Co-Founder and Private Wealth Advisor

Office 410-654-1155


Email

Read Bio

Scott D Butler , CFP®, CLU®, ChFC®, RICP®

Co-Founder and Private Wealth Advisor

Office 301-217-6444


Email

Read Bio

Casey Goldman

Partner and Private Wealth Advisor

Office 410-654-1155


Mobile 443-632-6805


Email

Read Bio

Jake Colein , CLU®, CFP®, RICP®

Director of Wealth Management Services

Office 410-654-1155


Email

Read Bio

Malia Ann Lubking

Director of Client Experience

Office 301-217-6454


Email

Read Bio

Emily King

Financial Planning Specialist

Mobile 240-994-4702


Email

Read Bio

Sandy Joseph Friedman

Financial Planning Analyst

Office 410-654-1155


Email

Read Bio

Rob Garrick

Director of Operations and Client Service

Office 301-217-6443


Email

Read Bio

Bonnie Scholnick

Director of Client Services

Office 410-654-1155


Email

Read Bio