Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Elizabeth Mary Bennett, CFP®, MBA


Beth has been in the finance industry since 1991. From venture capital and corporate America to individualized financial planning, her experience has given her a strong appreciation for financial planning and wealth management. She...

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Katie Fisher

Sr. Client Relations Specialist

Katie has been with Chesapeake since 2013. She wears many hats with the day to day operations. Her knowledge and experience provides our clients and office exceptional support. She's been an incredible asset to our firm through the...

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Julie Stanfield

Enrolled Agent, Tax Preparation

Julie started with us in 2016. She moved back to the Annapolis area after living for many years in Florida. Julie finished her first tax season with us and did a great job. She continues to expand into the client service role and also...
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Colleen Troutner

Client Relationship Associate

Janet Mattlin

Client Services Associate

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.