Our team is dedicated to providing a superior experience with a bullseye on positively impacting your financial future.

Wealth Management Team


We firmly believe in the importance of working together to build rewarding relationships. Our team oriented approach is dedicated towards the pursuit of excellence and providing you with the highest quality financial advice.

Featured as a Top 100 Fee-Only Wealth Management Firm

Voted one of Baltimore’s Best Financial Advisors
Jeffrey G. Johnson, MBA, CFP®

President & Managing Director, Partner

Michael D. Little, CFP®
Director of Wealth Management, Partner
Steven T. Hannigan, CFA
Director of Investment Research
Ryan M. Baldwin
Senior Wealth Advisor
Mark D. Bauer
Wealth Advisor
Jennifer A. Sweeney, AIF®
Client Services & Operations Manager
Brooke M. Snyder
Marketing & Relationship Manager

Beyond Wealth Management


Through our affiliation with Gross, Mendelsohn & Associates, P.A., one of the Mid-Atlantic’s fastest growing CPA and technology consulting firms, we deliver resources and expertise to help you with all your important financial decisions for you and your business.

David M. Lanchak, CPA, CCIFP, CVA
Mark C. Vogel, CPA/ABV/CFF, CMA, CVA
James J. Kern, CPA, CFE, CVA
Steve K. Ball, CPA, CVA, CCIFP
Edward L. Thompson, CPA,
Tricia Love Thomas, CPA
Ernie Paszkiewicz, CPA
Daniel Larson, EA
Reid T. Roberts, CPA, CCIFP
James E. Crisp, CPA
Jennifer Rock, CPA
Lisa Johnson, CPA
Richard Wolf, CPA/ABV, CFE, CVA, CGMA
Sharon Paul, CPA, MCTS
Chris Haiss, CPA, MCTS
Bill Walter MCSE, PMP
Michael Marinaro CPA, MCTS