Team
Steve focuses on working closely with clients to maximize their wealth potential. He specializes in helping small business owners integrate their personal and business finances to create efficiencies of cash flow to achieve protection...
Lee prides himself on distilling complex principles, products, and strategies into concise, simple solutions for his clients. He is extremely well-liked and trusted, and enjoys working with couples and families. As a former high school...
Chris is a partner of First Financial Group – Annapolis. As a registered representative and financial advisor of Park Avenue Securities and financial representative of Guardian Life, Chris prides himself on working closely with clients...