Columbia MD and Miami FL Team Contacts

We are thrilled to welcome our new employees in Columbia, MD and Miami, FL. We will be upgrading our web site to include full bios and additional info soon. In the interim please see the contact information below (alphabetically by department). If you need immediate assistance please call the Columbia, MD main line at (410) 995-6630 or the Miami, FL main line at (305) 274-1600.

Wealth Management Team
Employee Title Location Email
May Cheung, CFP® Wealth Manager Miami, FL
Mindy Gasthalter, CFP®, MBA Wealth Manager Columbia, MD
Michael K. Green, Jr., JD, CFP® Wealth Manager Columbia, MD
Mike Hamolia, CFP® Wealth Manager Columbia, MD
David Kauffman, J.D., CFP®, CTS™ Wealth Manager, Principal Columbia, MD
Deb Kriebel, CFP®, MBA Wealth Manager, Principal Columbia, MD
Tom Raynor, CFP® Senior Planning Associate Columbia, MD
Josh Rivers, CFP® Wealth Manager Columbia, MD
Raoul Rodríguez, CFP® Wealth Manager Miami, FL
Patrick Scherer, CFP®, ChFC® Wealth Manager Columbia, MD
Mike Shires, CFP® Wealth Manager Columbia, MD
Jeff Troll, CFP®, CPA, CFA® Wealth Manager, Principal Columbia, MD
Kelly Wright, CFP® Director of Wealth Management Columbia, MD
Stephen O. Wright, CFP® Wealth Manager Miami, FL
Investment Team
Employee Title Location Email
Ross Causley Trader Columbia, MD
Sean Dillon, CMT, CFTe®, IAR SVP of Investment Strategy Columbia, MD
Sauro Locatelli, CFA®, FRM™, SCR™ Director of Quantitative Research Columbia, MD
Carl Noble, CFA® SVP of Investments Columbia, MD
Joe Zimmerman Senior Trader Columbia, MD

 

Administration, Operations, Business Development and Marketing
Employee Title Location Email
Kelly Avolio Technology Specialist Columbia, MD
Kathy Beers, FPQPTM Operations Analyst Miami, FL
Hillary Bender, FPQPTM Sr. Operations Specialist Columbia, MD
Karima Escalona, FPQPTM Sr. Operations Specialist Columbia, MD
Amanda Franklin Operations Specialist Columbia, MD
Eric Gillentine Accounting and Compliance Columbia, MD
Karen Kellner, SHRM-CP® Human Resources Mgr. Columbia, MD
Ivonne Lopez Administrative Assistant Miami, FL
Peter McGratty CFA Vice President Strategic Partnership Columbia, MD
Wendi Miller Operations Specialist Columbia, MD
Kelly O’Neill Marketing Manager Miami, FL
David Poulos Director of Marketing Columbia, MD
Steven Ramina, CFP®, ChFC® Operations Manager (PAS) Columbia, MD
Vanessa Sandoval, FPQP™ Operations Specialist Miami, FL
Gary Seifrit Director of Strategic Partnerships Miami, FL
Zackary Stewart Operations Specialist Columbia, MD
Kristin Tucker, CFP® Director of Client Relations Columbia, MD
Erin Wendell, CPA Chief Financial Officer Columbia, MD