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Team

How We Work

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Elizabeth Mary Bennett, CFP®, MBA

CERTIFIED FINANCIAL PLANNERâ„¢ professional

(561) 210-7339

(410) 974-0614

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...

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Katie Fisher

Sr. Client Relations Specialist

(561) 210-7339

(410) 974-0614

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...

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Julie Stanfield

Enrolled Agent, Tax Preparation

(561) 210-7339

(410) 974-0614

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...

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Colleen Troutner

Client Relationship Associate

(561) 210-7339

(410) 974-0614

Lacey Mazauskas

Client Services Associate

561-210-7339

410-974-0614