Ned Kissinger, CFP®

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

410-316-5356
Email |

Garrett Kunkel, CFP®, MBA

Financial Advisor

410-316-5359

Stan Tyson

Senior Financial Associate

410-316-5363

Christopher Pollitt

Associate, Business Senior

410-316-5362

Rebecca Yates

Senior Client Associate

410-316-5360

Karen Brenner

Client Associate

410-316-5358

Our team

Since 1982, we have been a pioneer in the industry and a mainstay of our local community. With more than 40 years of experience in the financial services industry, Bill Kissinger founded the team and has managed it with his son, Ned, since he joined in 2001. Our team understands the importance of providing for current and future generations. We love working with families and providing succession plans for you and your loved ones.