Susan M. Hovanec, AEP®, CFP®
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio FocusSteven Whittaker, CFP®
Associate Vice President - Financial AdvisorCari Neitzey, APP
Investment AssociateSusan M. Hovanec, AEP®, CFP®
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio FocusSteven Whittaker, CFP®
Associate Vice President - Financial AdvisorCari Neitzey, APP
Investment Associate
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Want to make learning about finances fun? Reach out to me today for our financial literacy worksheet “Just for kids: seven fun ways to learn about money.”
Congrats to the Greater Lewes, DE community for the inaugural, Race for Open Space 5k, to raise funds for the Fourth Street Preserve. I was so pleased to be a sponsor and volunteer at such a fun event supporting a great cause. #RBC #Sponsor #RaceForOpenSpace #GreaterLewesFoundation
Just one week left until our next seminar on financial wellness for women! Join us on April 27th from 1pm to 2:30pm for an insightful session with Nicole Hewitt from HWK Law Group, LLC. She'll be diving into the basics of estate planning. HWK Law will be hosting us in their gorgeous new office at the Galleria in Timonium. My colleague and friend, Corinne Patteson, and I are excited to talk more about organizing all your financial information in one place for you and your family, as well as answering questions in our panel discussion. Wherever you are in your financial journey, please come and join us... and bring a friend!