• About Us
    • Who We Are
    • About Us
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  • What to Expect
    • A Custom Portfolio
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  • About Us
    • Who We Are
    • About Us
    • Team
    • Community
  • News
  • What to Expect
    • A Custom Portfolio
    • Personalized Service
    • A Well Established Team
    • A Comprehensive Plan
    • A Strategic Investment Approach
  • Client Log In
  • For Advisors
  • Contact

Team

HomeTeam

Meet Our Team

Ryan Wibberley

Ryan Wibberley

CEO
Michael Fein

Michael Fein

President
Andrew Goodman

Andrew Goodman

Chief Investment Officer
Frank Cappadora

Frank Cappadora

Managing Director
Satish Survanshi

Satish Survanshi

Senior Executive Vice-President
Andy Smith

Andy Smith

Director of Advanced Planning
Rich Sebastian

Rich Sebastian

Vice President of Financial Planning
Jaimee Wibberley

Jaimee Wibberley

Client Relations Manager
Austin Pearl

Austin Pearl

Financial Advisor
Amanda Hoy

Amanda Hoy

Client Services Administrator
Justice Stanton

Justice Stanton

Client Services Associate
Deborah Kruse

Deborah Kruse

Office Manager
Brandon Beylo

Brandon Beylo

Client Relations Manager
Heather Betz

Heather Betz

Client Services Administrator
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Rockville, MD

1101 Wootton Parkway
Suite 980
Rockville, Maryland 20852
Phone: (301) 816-4683
Fax: 301-250-7614


800-615-3525

Owings Mills, MD

25 Crossroads Drive
Suite 420
Owings Mills, MD 21117
Phone: (410) 363-4683
Fax: 410-630-8381

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