A multigenerational wealth management practice

image of Beth Rosenwald

Beth Rosenwald

Managing Director - Branch Director

410-318-5074
Email |
image of Matt Kunkel

Matthew Kunkel, CFP®

Managing Director - Financial Advisor

410-318-5072
image of Leksi Kovalerchik

Leksi Kovalerchik, CDFA®, RICP®

Vice President - Financial Advisor

410-318-5073
Email |
image of Brennan Dunn

Brennan Dunn, CFP®

Associate Advisor Wealth Management

410-318-5098
image of Andrew Conn

Andrew Conn, APP

Senior Registered Client Associate

410-318-5081
image of Seth Jones

Seth Jones

Branch Service Manager, Client Associate

The cast

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