The Team

Our Advisors

Kevin O'Hanlon

Kevin O'Hanlon

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning

Education

B.S. Economics, University of Delaware, Newark, DE

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Dylan Amoroso

Dylan Amoroso

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Tax Planning Strategies
  • Investments
  • Cash Flow Management Strategies

Education

B.A. Economics, University of Maryland, College Park

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Our Staff

Catherine McDonnell

Catherine McDonnell

Office Manager

Administrative Assistant
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Qualifications

  • B.S. in Organizational Leadership from Neumann University.
Tyler Wing

Tyler Wing

Intern

Joseph Mullen

Intern