Our team is here to help you.

Wealth Management Team

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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Our Trusted Custodian
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Featured as a Top 100 Fee-Only Wealth Management Firm

Jeffrey G. Johnson, MBA

Managing Director, Partner

Michael D. Little, CFP®

Director of Wealth Management, Partner

Steven T. Hannigan, CFA

Senior Wealth Advisor

Jennifer A. Sweeney, AIF®

Client Services & Operations Manager

Brooke M. Peterson

Marketing & Client Services Manager

Ryan M. Baldwin

Wealth Advisor

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

Reid T. Roberts, CPA, CCIFP

James E. Crisp, CPA

Chris Haiss, CPA, MCTS

Sharon Paul, CPA, MCTS

36 S. Charles Street, 18th Floor
Baltimore, MD 21201
410.685.9685

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

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