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