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

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.    

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Featured as a Top 100 Fee-Only Wealth Management Firm
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Voted one of Baltimore's Best Financial Advisors

Jeffrey G. Johnson, MBA, CFP®

Managing Director, Partner

Michael D. Little, CFP®

Director of Wealth Management, Partner

Steven T. Hannigan, CFA

Senior Wealth Advisor

Ryan M. Baldwin

Wealth Advisor

Mark D. Bauer

Wealth Advisor

Jennifer A. Sweeney, AIF®

Client Services & Operations Manager

Brooke M. Peterson

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.

David M. Lanchak, CPA, CCIFP, CVA

James J. Kern, CPA, CFE, CVA

Steve K. Ball, CPA, CVA, CCIFP

Edward L. Thompson, CPA,
CFE, CVA

Ernie Paszkiewicz, CPA

Sharon Paul, CPA, MCTS

Chris Haiss, CPA, MCTS

Bill Walter MCSE, PMP

Michael Marinaro CPA, MCTS

1801 Porter Street, Suite 500
Baltimore, MD 21230
410.685.9685

3877 Fairfax Ridge Road, Suite 200N
Fairfax, VA 22030
703.591.7200

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