Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Timothy Heidenberg

Timothy Heidenberg

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Timothy Heidenberg
Advisor photo for Gregory Rooney

Gregory Rooney

Financial Advisor

Learn more about Gregory Rooney
Advisor photo for Christina Foster

Christina Foster

Financial Advisor

Learn more about Christina Foster


Our team

Ian Gray

Ian Gray

Operations Director

Personal Intro

I love spending time with my family and friends. I enjoy trying new foods and traveling.

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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Megan Wallace

Megan Wallace

Client Service Manager

Personal Intro

I love spending time with my husband and two Chihuahua's. We enjoy traveling and trying new food. In my spare time I like to bake.

Qualifications

  • Associates Degree in Paralegal Studies- Anne Arundel Community College - 2018

Roles & Responsibilities

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

Trinity Williams

Client Service Specialist

Personal Intro

I enjoy spending time with my family and friends. I also love fashion and design.

Qualifications

  • Bachelor's degree in financial planning and investments from Towson University.

Roles & Responsibilities

  • Coordinating all matters of scheduling, including Microsoft Teams meetings, and sending appointment reminders •Creating forms for electronic signature (beneficiary updates, wire transfers, etc.)
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