CONNECT

Address:

71 Old Mill Bottom Rd North
Suite 201
Annapolis, MD 21409

Phone:

410-974-0410

Fax/Other:

410-974-0614

Our Staff

 
  • Elizabeth Lyons Bennett, CFP®, MBA

    Certified Financial Planner

  • Norma E. Finkner

    Advisor Emeritus

  • Katie Fisher

    Sr. Client Relations Specialist

  • Julie Stanfield

    Tax Preparation

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck