A multigenerational wealth management practice

Beth C. Rosenwald

Managing Director - Branch Director

410-318-5074
Email |

Matthew D. Kunkel, CFP®

Senior Vice President - Financial Advisor

410-318-5072

Leksi Kovalerchik, CDFA®, RICP®

Vice President - Financial Advisor

410-318-5073
Email |

Brennan P. Dunn, CFP®

Investment Associate

410-318-5098

Andrew S. Conn

Registered Client Associate

410-318-5081

Live a life less complicated

We would value the opportunity to discuss how we can help simplify your life. Please contact us today to learn more or to set up a meeting.

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