Our Team

We have a diverse team of smart, dedicated and professional individuals. Together, we are committed to providing exceptional customer service to our clients.

 

Our Team

Howard "Buddy" D. Goldman III , CLU®, ChFC®, AEP®

Wealth Management Advisor

Office 410-654-1155


Email

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Casey Goldman

Financial Advisor

Office 410-654-1155


Mobile 443-632-6805


Email

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Jake Colein , CLU®, CFP®, RICP®

Associate Wealth Management Advisor

Office 410-654-1155


Email

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Addie Hobart

Director of Client Services

Office 410-654-1155


Email

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Erica Francia

Associate Financial Representative

Office 410-654-1155


Email

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