Broker Check

Meet Our Team

Mike Whaley

Mike Whaley

CERTIFIED FINANCIAL PLANNERâ„¢

(443) 283-3482 Ex.1002

(443) 283-3914

Bob Clay

Bob Clay

Financial Professional

(202) 251-9308

(443) 283-3914

Ashley Aguilar

Ashley Aguilar

Operations/Administrative Assistant

(443) 283-3482 Ex.1008

(443) 283-3914

Rebecca Dowling

Becky Dowling

Digital Marketing Coordinator

443-283-3482 ext 6005

(443) 283-3914

Allison Whaley

Allison Whaley

Sales/Marketing Administrative Assistant

443-283-3482

Willow Whaley

Willow Whaley

Assistant to the Manager of Client Engagement

Bear Whaley

Bear Whaley

Manager of Client Engagement