Our advisors

Timothy Heidenberg

Timothy Heidenberg

Private Wealth Advisor

Learn more about Timothy Heidenberg
Christina Foster

Christina Foster

Associate Financial Advisor

Learn more about Christina Foster
Steven Heidenberg

Steven Heidenberg

Associate Financial Advisor

Learn more about Steven Heidenberg

Our team

Ian Gray

Ian Gray

Client Service Manager

Personal Intro

I love spending time with my family and being outdoors. I enjoy cooking and trying new food.

Qualifications

  • Associate's in Gerneral Studies - Howard Community College - 2017

Roles & Responsibilities

  • Assisting advisors in meeting preparation as well as scheduling client meetings and assisting with client needs.
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Greg Rooney

Greg Rooney

Client Service Coordinator

Personal Intro

I enjoy spending time with my family and friends. Most of my free time is spent coaching youth sports and serving as a board member for the PTA and a youth sports league.

Qualifications

  • Registered Investment Advisor.
  • Bachelors of Science in Accounting from University of Maryland Global Campus.

Roles & Responsibilities

  • Marketing coordinator and assists advisors in the financial planning process.
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