Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Adam Freeland

Adam Freeland

Certified Financial Plannerâ„¢, OSJ Branch Manager

410-838-2992

410-836-8454

Bryce Harrison

Bryce Harrison

Wealth Management Associate

410-838-2992

410-836-8454

Diane Kurek

Diane M. Kurek

Insurance Agent and Operations Manager

410-838-2992

410-836-8454

Donna Freeland

Donna Freeland

Client Relationship Specialists

410-838-2992

410-836-8454

Edward Simon

Edward J. Simon

Registered Representative

410-838-2992

410-836-8454

Erik Keller

Erik Keller

Investment Advisor Representative

410-838-2992

410-836-8454

Kim Bradds

Kim Bradds

Client Relationship Specialist

410-838-2992

410-836-8454

Melissa  Mullan

Melissa Mullan

Investment Advisor Representative, Retirement Income Certified Professional®

410-838-2992

410-836-8454

Michael Clayton

Michael Clayton

Client Relationship Specialist

410-838-2992

410-836-8454

Paul Smeton

Paul Smeton

Investment Advisor Representative

410-838-2992

410-836-8454

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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