In his role as a Director of Planning and Client Services, Devon works closely with Peter to ensure the accurate and timely completion of the planning, implementation and service needs of the clients he supports. Devon also coordinates communication between the client, the outside advisors, and our Planning & Investment Group.
Prior to joining Maller Wealth Advisors, Devon worked for a Management Consulting firm in Columbia, Maryland, where he served as a Financial Specialist assisting a Group Controller.
Education and Certifications
Bachelor’s degree in Finance with a Minor in Economics from the University of Delaware
Series 7 and 66 securities registered
CERTIFIED FINANCIAL PLANNER™
Life and Health Insurance licensed
Current Memberships
Baltimore Estate Planning Council