Business Advisory Unit

Stuart is a Financial Advisor with a Certified Exit Planning Advisor designation. Stuart has an M.B.A. from the Merrick School of Business at the University of Baltimore, and a B.S. in Accounting from the Robert H. Smith School of...

As a Financial Professional, Victor believes that successful client relationships begin with taking the time to understand each client’s unique financial goals and priorities. His passion for making a difference in the lives of...

Justin has always had a passion for finding solutions and learning how systems work. His experiences as a professional have shaped his understanding of the challenges of budgeting, saving, and investing while facing the headwinds of...