Katie Clark, CRPC®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

301-907-2726
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Kevin Treacy, APP

Investment Associate

301-907-2725

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.

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