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Meet the Team

Champion Your Financial Life

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have over 30 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Schedule a Meeting
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

Elizabeth Byrd

Elizabeth Byrd

Marketing/Administration Assistant

4432833482

4432833914

Bear Whaley

Bear Whaley

Manager of Client Engagement

Willow Whaley

Willow Whaley

Assistant to the Manager of Client Engagement

We exist to help you Champion Your Financial Life.

For Employers

Learn more about how our team helps your employees reach their financial goals. 

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For Employees

Learn more about how our team helps you reach your financial goals. 

Learn more

Contact us today.

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