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Untitled
OFFICERS
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Chairwoman
Lena Nebel, CFP®
Keeney Financial Group
5950 Symphony Woods-Suite 100
Columbia MD 21044
410-730-7933
lena.nebel@lpl.com
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President
Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Pinnacle Advisory Group, Inc.
6345 Woodside Court-Suite 100
Columbia MD 21046
410-995-6630
michael@kitces.com
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President Elect
Charles R. Wolpoff, CFP®, JD, LLM, CRPC®
Lincoln Financial Advisors
1300 York Road-Suite 200
Lutherville MD 21093
phone: 410-339-6658
fax: 410-823-6570
Charlie.Wolpoff@lfg.com
website: lnc.com
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Secretary/Treasurer
Jeffrey Neal Berman, CPA/PFS, CFP®
Kahn Berman Solomon Taibel & Mogol, PA
9515 Deereco Road-Suite 801
Timonium MD 21093-2169
phone: 410-308-0300, Ext. 213
fax: 410-308-0303
jberman@kbstm.com
website: kbstm.com |
DIRECTORS
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Joseph P. Garrison, CFP®
Strategic Wealth Management Group, LLC
7300 Grace Drive
Columbia MD 21044-2470
410-988-9494/443-535-0314
jgarrison@swealth.com
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Scot L. Stark , MBA, CMFC, CFP®
Stark Strategic Capital Management, Inc.
21646 Keeney Mill Road
Freeland MD 21053-9717
phone: 410-357-0668
fax: 410-357-4381
scot@sscm-inc.com
Website: www.sscm-inc.com
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Neil Sweren, CMC, CRMS
Allymac Mortgage / SeniorLoans
10999 Red Run Boulevard-Suite 113
Owings Mills MD 21117
phone: 410-902-4660
neil@allymac.com
website: www.LowRateLoan.com
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DIRECTOR EMERITIS
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Donald L. Lebowitz, CFP®
Donald L. Lebowitz & Associates, Ltd.
711 W. 40th Street-Suite 461
Baltimore MD 21211
phone: 410-366-1180
fax: 410-366-1192
dlebowitz@rjfs.com
website: rjfs.com
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EXECUTIVE
DIRECTOR/CEO
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F. Michael (Mike) Curley, ChFC
FPA of MD, Inc.
PO Box 799
Reisterstown MD 21136
phone: 410-833-9200
fax: 443-381-0078
director@fpamd.org
website: fpamd.org
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