Customized, Comprehensive, and Integrated Wealth Management
We are fortunate to work closely with friendly, caring, and intelligent clients whom we truly enjoy spending time with. Our clients are teachers, physicians, lawyers, entrepreneurs, scientists, and people from all walks of life. Our clients desire a relationship with a financial advisor that can help them manage their financial lives so that they may devote more of their time to personal pursuits.
We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them achieve and maintain their desired lifestyle. We specialize in helping our clients navigate complex financial markets focusing on strategies designed to help minimize risk while pursuing a rate of return sufficient to work towards individual goals.
GGM Wealth Advisors’ philosophy of providing comprehensive financial services reaches a step beyond customized portfolio management. Through its affiliation with Gross, Mendelsohn & Associates, P.A., a regional CPA and management advisory firm, GGM is able to provide you with comprehensive, integrated financial services including tax and cash flow planning, as well as education, retirement, and estate planning.
GGM is an independent registered investment advisory firm with offices in Baltimore, Maryland and Fairfax, Virginia. As a “fee-only” (not commissioned) advisor to high net worth individual and institutional clients, we prioritize your best interests with “conflict-free” analysis and decision making capability.
We maintain long-term relationships with you, based on mutual respect, a structured and disciplined process, personal communication, and performance. We are proud of the fact that most new clients are referred either by existing clients, or attorneys and CPAs. We work diligently to build their confidence and trust, and invite you to experience the personalized attention that is unique to GGM Wealth Advisors.
Featured as a Top 100 Fee-Only Wealth Management Firm
Wealth Management Team
Managing Director
Jeff is the Managing Director and Partner at GGM Wealth Advisors, an independent SEC Registered Investment Advisor (RIA). He is a member of the firm’s investment committee and has over 18 years of financial industry experience. Jeff leads the firm’s client focused culture, oversees wealth management operations, directs the dynamic investment strategies, and provides outsourced chief investment officer (OCIO) and advisor-guided retirement plan services.
Jeff strives to provide exceptional investment and planning services while maintaining long-term relationships with clients, based on mutual respect, a structured and disciplined process, personal communication, and performance. He coordinates with GGM’s wealth advisors and Gross Mendelsohn’s tax partners to develop and implement integrated, customized, and comprehensive investment solutions for high net worth families and individuals.
Before joining GGM in 2005, Jeff was a Portfolio Manager at Private Wealth Advisors where his responsibilities included active management of the firm’s individual stock portfolio, fixed income portfolio construction, investment research, and assistance with the firm’s market analysis and tactical asset allocation decisions. His prior experience also includes working as a risk arbitrage trader on Wall Street for Tradition-Asiel Securities and on the floor of the Philadelphia Stock Exchange (PHLX) for Penn Options and Prudential Securities.
A graduate of the College of Business and Economics at Lehigh University, Jeff holds a bachelor of science degree in finance as well as a masters of business administration. He is a registered Investment Adviser Representative with a Series 65 and 63 license. As an Annapolis resident, he enjoys sailing, golfing, and spending time with his family and friends.
Contact
410.685.9685 | send email | download press photo
Director of Wealth Management
Mike is the Director of Wealth Management, Chief Compliance Officer, and Partner at GGM Wealth Advisors, an independent SEC Registered Investment Advisor (RIA). He has over 13 years of financial industry experience and sits on the firm’s investment committee. Mike directs GGM’s wealth management operations while ensuring the team meets the highest standards of integrity, honesty, and compliance.
Mike works with high net worth families and institutional investors to help manage their complex financial situations. Through comprehensive meetings, he develops an in-depth understanding of each client’s goals and objectives in order to develop and implement a customized plan to grow, preserve, and transfer wealth. GGM’s affiliation with Gross, Mendelson & Associates, P.A., a regional CPA firm, allows Mike to offer clients integrated financial services such as tax, cash flow, and estate planning.
Before joining GGM in 2011, Mike held various financial positions with Wells Fargo and its predecessors, including licensed financial specialist, business banker, branch manager, and financial advisor. His prior experiences in small business lending, mortgage origination, financial planning, and investment management make him uniquely qualified to provide financial solutions to individual and business clients.
Mike graduated from of the Krieger School of Arts & Sciences at Johns Hopkins University, earning a bachelor of arts degree in economics. He has the Certified Financial Planner® designation and also holds Series 66 and Maryland Life & Health Insurance licenses. In his free time, Mike enjoys spending time with his family, watching football, and improving his “golf game.”
Contact
410.685.9685 | send email | download press photo
Senior Wealth Advisor
Steve is a Senior Wealth Advisor and member of the Investment Committee at GGM Wealth Advisors, an independent SEC Registered Investment Advisor (RIA). Leveraging GGM’s team approach, Steve focuses on creating trusted partnerships with clients to deliver customized solutions, which match their expectations, financial objectives, and recommended investment strategy. By coordinating with Gross Mendelsohn’s tax advisors, he provides comprehensive and integrated financial services for high net worth families and individuals.
Steve plays an integral role in GGM’s investment & macro-economic research process, as well as the execution of the disciplined and rules-based dynamic investment strategy. He strives to align GGM’s portfolio structures and tactical asset allocations with the prevailing economic climate.
Before joining GGM, Steve was an Associate Portfolio Manager at YHB Investment Advisors where his responsibilities included working with clients to identify and carry out their long-term investment objectives as well as the analysis of investment opportunities.
A graduate of St. Mary’s College of Maryland, Steve holds Bachelor of Arts degrees in both economics and history. He is a Registered Investment Advisor Representative with Series 65 and Series 63 licenses. In his free time, Steve enjoys sports, outdoor activities, and spending time with family and friends.
Contact
410.685.9685 | send email | download press photo
Client Services & Operations
Client Services & Operations Manager
Jen is the Client Services & Operations Manager at GGM Wealth Advisors, an independent SEC Registered Investment Advisor (RIA). She is dedicated to establishing an atmosphere of trust and transparency as she regularly communicates with clients about their account transactions, inquiries, and service related issues. Working closely with the GGM team, Jen coordinates the onboarding process, initiates and monitors account transfers, and manages the daily account maintenance tasks. She strives to deliver a friendly and easy-to-understand point of contact for clients while upholding GGM’s core values of honesty, integrity, and excellence.
Jen has over 15 years of financial services industry experience working for Baltimore area accounting and wealth management firms supporting both financial advisors and CPAs. Her prior responsibilities included all administrative related functions, maintaining a client relationship management system, and organizing client appreciation events.
As a graduate of Towson University, Jen holds a bachelor’s degree in art history. She currently holds a Series 7, Series 66, and Maryland Life & Health Producer license. In her free time, Jen enjoys watching NFL games, attending concerts, and bike riding.
Contact
410.685.9685 | send email | download press photo
Client Services & Marketing Associate
Brooke is the Client Services & Marketing Associate at GGM Wealth Advisors, an independent SEC Registered Investment Advisor (RIA). With over 8 years of client service experience, she strives to bring new ideas, enhance communications, and drive transparency for clients. Her client focused approach makes her an integral part of the GGM Wealth Advisor team, which strives to implement integrated, customized, and comprehensive investment solutions for high net worth families and individuals.
Before joining GGM, Brooke worked at a global law firm where she provided marketing and administrative support. Her responsibilities included greeting clients, creating and maintaining marketing materials, as well as budget tracking and development.
Brooke graduated the Fulton School of Liberal Arts at Salisbury University with a bachelor’s degree in political science. In her free time, Brooke enjoys biking, traveling, and spending time with family and friends.
Contact
410.685.9685 | send email | download press photo
Investment Committee
Managing Partner, Gross Mendelsohn & Associates
David is the managing partner of Gross, Mendelsohn & Associates, a regional CPA and consulting firm. He provides integrated tax, investment, estate and financial planning services to high net worth families and individuals. Read David’s full bio here.
Education
Bachelor’s degree in accounting, University of Maryland
Master’s degree in taxation, University of Baltimore
410.685.5512 | send email | download press photo
Tax Partner, Gross Mendelsohn & Associates
Paul provides integrated income tax, estate tax, investment management, charitable giving and personal financial planning services to high net worth individuals, families and their closely held businesses. Read Paul’s full bio here.
Education
Bachelor’s degree in psychology, Johns Hopkins University
Master’s degree in taxation, University of Baltimore
410.685.5512 | send email | download press photo