image of Chris Yingling

Chris Yingling

Managing Director - Branch Director, Senior Portfolio Director

410-848-9333
Email |
Kim Grelli bio photo

Kim Grelli, APP

Senior Vice President - Financial Advisor, Portfolio Director

410-848-9333
Email |
image of Jacob Boone

Jacob Boone, CFP®

Financial Advisor

410-848-9333
Email | |

Cheryl Armitage

Branch Service Manager, Registered Client Associate

410-857-9398

Jennifer Sorkin

Client Associate

410-857-6753

Meet the team

A team with a diverse and comprehensive background in wealth management experience.

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