Our Team

Dave feels that an effective financial plan starts with the relationship between client and advisor. He is dedicated to helping individuals work toward their financial goals and delivers a level of customer service that his clients...

Heather Marcus brings to our team over 20 years of financial service experience. She graduated with honors from Notre Dame of Maryland University and holds a Bachelor’s Degree in Business Management. She is a Registered Sales...

As Client Services Manager, Rachel Dumas is available to answer any questions you may have, and is dedicated to providing quality service with a smile. With over 10 years of experience in the financial services industry, Rachel is...