Wealth Management Team
TRANSPARENCY, OBJECTIVITY, DEDICATION
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.
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
ESTATE PLANNING, ACCOUNTING, TAX, AUDIT, AND TECHNOLOGY
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.
Leonard B. Rus, CPA, Managing Partner
Scott D. Handwerger, CPA
