Staff
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Kara Adamczyk
Client Relationship Manager for John McCarthy
410-771-5691
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Michael Behrman
Client Relationship Manager to Andrew Horowitz
410-771-5680
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Regis Breen
Client Relationship Analyst for John McCarthy
410-771-5669
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Linda Brennan
Office Facilitator and Assistant to Brian Gracie
410-771-5666
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Patricia Bryant
Insurance Specialist for Ken Rudzinski
302-529-1320
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Helen Burke
Planner Assistant to Gerard Viars
302-992-0600
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Haley Carrell
Planner Assistant to Brent Fuchs
410-673-8361
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Carol Comer
Special Projects Assistant
410-771-5682
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Michael DeDea
Client Relationship Manager for Amy Brocious
410-771-5421
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Patrick DeDea
Chief Financial Officer
410-771-5424
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Kathryn Douglass
Administrative Assistant to Stacey Spedden
410-771-5433
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Ross Eagles, CFP®
Planner Assistant to Robert Ellrich and Robert Rubeor
410-771-5696
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Jacob Fenlason
Client Relationship Analyst for the office of Maller/McCarthy
410-771-5653
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Robert Fry
Director of Operations for the office of Brian Gracie
410-771-5673
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Wendi Grable
Registered Assistant to Richard Grace & Evan Horn
410-771-5674
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Jennifer Hudson
Planner Assistant to Harriet Doherty, CLU, CRPC
410-771-5423
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Shannon James
Client Relationship Manager for Stacey Spedden-Irrgang
410-771-5432
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Matthew Lance
Client Relationship Manager for Brian Horn
410-771-5401
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Kaela Lee
Client Relationship Manager for Kathy Armstrong
410-771-5654
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Lauren Lerch
Client Relationship Manager & Registered Assistant to Brent Fuchs
410-673-8361
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Lee Levitas
Client Relationship Analyst for the office of Maller/McCarthy
410-771-5407
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Anne (Nanci) McLaughlin
Planner Assistant to Gerard Viars
302-992-0600
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Doug Mistler
Planner Assistant to Christopher Portner, RP®
410-771-5427
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Lynn Nucci
Client Relationship Manager for Maller/McCarthy
410-771-5679
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Slater Ottenritter
Registered Planning Assistant to Brian Gracie
410-785-0033
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Mark Rich
Client Relationship Manager for Thomas Spray-Fry
410-771-5403
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Markus Richter
Chief Operating Officer
410-771-5665
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Sharon Rowlett
Administrative Assistant to Brian Horn
410-771-5404
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Lori Rutkowski
Practice Manager Registered Assistant - Investments, Delaware office
302-529-1320
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Reed Salony
Director of Financial Planning for Brian A. Horn
410-771-5415
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Andrew Shaffer
Client Relationship Manager for Thomas Spray-Fry
410-771-5676
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Bridget Sharp, RP
Planner Assistant to Stacey Spedden
410-771-5431
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Stephanie Strappelli
Office Facilitator for Heritage Financial Consultants
410-785-0033
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Diane Veroneau
Client Relationship Specialist for Ken Rudzinski
302-529-1320
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Michelle Walsh
Registered Assistant to Ken Rudzinski
302-529-1320
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Eric Wyss
Director of Financial Planning & Risk Management
410-771-5670