6751 North Federal Highway
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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CERTIFIED FINANCIAL PLANNER™ professional
Beth has been in the finance industry since 1991. From venture capital and corporate America to individualized financial planning, her experience has given her a strong appreciation for financial planning and wealth management. She...
Sr. Client Relations Specialist
Katie has been with Chesapeake since 2013. She wears many hats with the day to day operations. Her knowledge and experience provides our clients and office exceptional support. She's been an incredible asset to our firm through the...
Enrolled Agent, Tax Preparation
Julie started with us in 2016. She moved back to the Annapolis area after living for many years in Florida. Julie finished her first tax season with us and did a great job. She continues to expand into the client service role and also...
Client Relationship Associate