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Advisor Directory

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Bret Schertz, CFP®
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone410-318-6371
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Matthew Kunkel, CFP®
Managing Director - Financial Advisor
phone410-318-5072
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Beth Rosenwald
Managing Director - Branch Director
phone410-318-5074
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Leksi Kovalerchik, CDFA®, RICP®
Vice President - Financial Advisor
phone410-318-5073
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Christopher Kelly, AWM, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone410-318-6370