Founder and President

Dave Neterer

Private Wealth Manager, AIF

Private Wealth Manager

David Cushwa

MBA, CRPC, AIF

Client Service Associate 

Courtney Dowler

Private Wealth Manager

Evan Vink

Financial Advisor Assistant

Robert Ni

Private Wealth Manager

Kelly Batey

Frederick Office 

Private Wealth Manager

Ken Smith

ken.

Office Manager

Carlene Willhide

Marketing Director

Ally Sirbaugh