Bayspan Wealth Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Mark J Leach

Mark J Leach

Financial Advisor

Visit Mark J Leach's website
Timothy V Twiss

Timothy V Twiss

Financial Advisor

Visit Timothy V Twiss's website
Alan M Vassar

Alan M Vassar

Financial Advisor

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Matthew McGovern

Matthew McGovern

Financial Advisor

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Arnold Paskoff

Arnold Paskoff

Financial Advisor

Visit Arnold Paskoff's website
Dennis Daye

Dennis Daye

Financial Advisor

Visit Dennis Daye's website
Matthew Repko

Matthew Repko

Private Wealth Advisor

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Paul Bird

Paul Bird

Financial Advisor

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Ryan D Wizov

Ryan D Wizov

Financial Advisor

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David Conrad

David Conrad

Financial Advisor

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Tom Duncan

Tom Duncan

Financial Advisor

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Team

Joyce Repko

Joyce Repko

Client Relationship Manager

Qualifications

  • 17 Years in HR and Management
  • 10 Years Office Manager College Health Center

Roles & Responsibilities

  • Calendar Administrator for David
  • Client Experience Specialist-Acknowledging Moments in Clients Life
  • Licensing
  • Notary Public
  • Administrative Support
  • Celebrating 16 Years as a Team Member
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Rachel Neral

Rachel Neral

Client Service Manager

Qualifications

  • Over 23 years of banking experience
  • Retired as a VP from Bank of America
  • Greenbelt certified in Six Sigma

Roles & Responsibilities

  • Establishing new clients and set-up
  • Insurance and annuity proposals and processing
  • Business Processing
  • Assist clients with website navigation
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Michele Victor

Michele Victor

Financial Planning Assistant

Qualifications

  • Bachelor of Science in Legal Studies, University of Maryland University College

Roles & Responsibilities

  • Meeting preparation and follow-up
  • Coordinates financial planning process
  • Proofreads and edits financial plans
  • Joined the team in 2015
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Hannah Murphy

Hannah Murphy

Client Concierge

Qualifications

  • Joined the team in 2016

Roles & Responsibilities

  • Coordinates seminars and events
  • Certified mail handler
  • Website and social media
  • Office management
  • Notary Public
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