Broker Check

953 Mount Hermon Road Salisbury, MD 21804

Client Center

Our Team

Financial Planning Solutions | Insurance Solutions | Directors | Your Client Service Associates

Financial Advisors

Frank L. Brittingham

Frank L. Brittingham

Co-Founder, Investment Advisor Representative

410-546-0911 x101

410-543-2759

Bruce W. Robson

Bruce W. Robson, CFP®, AIF®

Co-Founder, CERTIFIED FINANCIAL PLANNER™

410-546-0911

410-543-2759

Michael J. Sise

Michael J. Sise, CFP®, ChFC®, CPFA®, AIF®, CRPC®

CERTIFIED FINANCIAL PLANNER™

410-546-0911 x104

410-543-2759

J.D Schroen

J.D Schroen, CPA

CPA, Investment Advisor Representative

410-546-0911 x107

410-543-2759

Christopher J.D. Wilde

Christopher J.D. Wilde, MBA

Investment Advisor Representative

410-546-0911

410-543-2759

Mason H. Little

Mason H. Little

Investment Advisor Representative

410-546-0911

410-543-2759

Elizabeth Brittingham

Elizabeth Brittingham

Investment Advisor Representative, Tax Associate

410-546-0911

410-543-2759

Tim Gonzales

Tim Gonzales, CFP®, AAMS™

Certified Financial Planner™

410-546-0911

410-543-2759

Insurance Solutions

Andrew H. Benjamin

Andrew H. Benjamin

Insurance Broker

410-546-0911 x110

443-735-6300

Directors

Sandra M. Hearne

Sandra M. Hearne

Director of Administration

410-546-0911 x103

410-543-2759

Matt McKinley

Matt McKinley, CFA

Director of Business Development

410-546-0911

Katie Brittingham

Katie Brittingham

Director of Marketing

410-546-0911

Client Service Associates

Shelly M. Mullins

Shelly M. Mullins

Client Service Associate III

410-546-0911 x111

410-543-2759

Alex Saunders

Alex Saunders

Client Service Associate II

410-546-0911

410-543-2759

Deborah S. Williams

Deborah S. Williams

Client Service Associate II

410-546-0911

410-543-2759

Gloria Diaz

Gloria Diaz

Client Service Associate I

410-546-0911

410-543-2759

Natalie Sanchez

Natalie Sanchez

Client Service Associate I

410-546-0911

410-543-2759

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