10440 Little Patuxent Pkwy
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.
Find a Financial Professional
Customer Relationship Manager
With a focus on serving our clients, Adam brings years of financial and client experience, as well as his well-deserved designations in specialized areas to the team. During his nine years with T. Rowe Price, he focused on providing...
Client Service Assistant
Consultative and organized, Alexis brings 13 years of specialized retirement plan consulting experience to our team and clients. During her time at T. Rowe Price she was a senior retirement plan advisor specializing in retirement plan...
Andrew joined the Lynch Retirement Investment Group in 2010 after graduating from the University of Maryland in 2009 with a Bachelor’s degree in Economics. Since joining the Lynch Retirement Group Andrew has worked extensively...
Senior Registered Virtual Branch Consultant
Barb Fitzpatrick brings over 27 years of industry experience to the Admin Extension team. Having been an operations manager as well as a financial advisor with Raymond James Financial Services for most of her career, Barb is most...
Managing Director – LRIG, Financial Advisor – RJFS
John has over 31 years’ experience in finance and financial services. A leader in his field, John has been named by Barron’s as one of the top 1,200 advisors in the country in 2019-2014, 2012, 2011 and 2010*.