image of Emily Huffman

Emily Huffman, CFP®

Vice President - Financial Advisor, Consulting Group

301-309-2621
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Drew Alvey

Registered Client Associate

301-309-2627

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist


Cathy Walker

Trust Consultant


Griffin Geisler

Wealth Strategist


Janet Engels

Senior Vice President, Director of Portfolio Advisory Group


Roman Kozak

Retirement Plan Consultant


Josh Mendelson

Wealth Management Banker


Emily Ferry

Wealth Management Consultant