"We care about people, not just portfolios"

CONNECT

Address:

953 Mount Hermon Rd. | Suite 101
Salisbury, MD 21804

Phone:

410-546-0911

Fax/Other:

410-543-2759

Associates

 
  • Frank L. Brittingham

    Co-Founder, Investment Advisor Representative

  • Stephanie P. Brown, MBA

    Chief Operations Officer

  • Mark E. Engberg, CFP®

    CERTIFIED FINANCIAL PLANNER™

  • Stephen E. Hill, PPC

    Professional Plan Consultatnt

  • Bruce W. Robson, CFP®, AIF®

    Co-Founder, CERTIFIED FINANCIAL PLANNER™

  • Michael J. Sise, CFP®, AIF®, CRPC®

    CERTIFIED FINANCIAL PLANNER™

  • Andrew H. Benjamin

    Insurance Broker

  • Elizabeth Brittingham

    Tax Associate

  • J.D. Schroen, CPA

    CPA, Investment Advisor Representative

  • Natasha R. Donoway

    Client Service Associate

  • Sandra M. Hearne

    Director of Client Services

  • Lisa Hickman

    Client Service Associate

  • Shelly M. Mullins

    Client Service Associate

  • Rose M. Whayland

    Client Service Associate