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Our experienced, credentialed professionals and support staff are committed to meeting your needs through personalized financial planning, meticulous attention to detail, and a stellar client experience.

Support Team

Devon Gluck

Devon Gluck

Senior Associate Client Relationship Manager

443-589-0336

Vytas Rivers

Vytas Rivers

Senior Associate Client Relationship Manager

443-589-0341

Jacob Fenlason

Jacob Fenlason

Associate Client Relationship Manager

410-771-5653

Lee Levitas

Lee Levitas

Associate Client Relationship Manager

410-771-5407

Kara Scott

Kara Scott

Senior Implementation Specialist

443-589-0355