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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Ken Handy

Ken Handy

Managing Partner | Retirement Planning Specialist

(443) 832-1908

(410) 312-3157

David Baker

David Baker, CFP®, ChFC®, RICP®, AIF®

Managing Partner | Retirement Planning Specialist

(410) 309-3676

(410) 312-3157

Andrew Selvaggio

Partner

(443) 832-1925

Jamie Huffman

Jamie Huffman

Partner

(443) 832-1924

Aaron LeKarz

Aaron LeKarz, CDFA

Partner | Retirement Planning Specialist

(443) 832-1937

Raquel Casciari

Raquel Casciari, MBA

Executive Assistant

(443) 834-5544

Clay Smith

Clay Smith

Associate

(410) 309-3606

Brendan Smith

Brendan Smith, CRPC™

Financial Consultant

(443) 988-8711

(410) 312-3157