Katie Clark

Katie Clark, CRPC®

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

301-907-2726
Email | |
Kristin Pfeiffer

Kristin Pfeiffer, CFP®, MBA

Vice President - Financial Advisor

301-907-2732
Email |
Kevin Treacy

Kevin Treacy, APP, CFP®

Senior 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.

advisor

Senior Vice President, Director of Portfolio Advisory Group



advisor

Trust Consultant


advisor

Trust Consultant


advisor

Wealth Strategist


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