Team
Joseph Palumbo CFP ®, CPA
Partner
(410) 761-1953
Kim Scaglione
Client Services Manager
(410) 761-1953
Matt Horton, CPA
Partner
(410) 761-1953
Jeffrey Grodsky, CFP®, CDFA®
Senior Advisor
(410) 761-1953
Lisa Siske
Administrative Assistant
(410) 761-1953
Lisa is our Administrative Assistant in our Glen Burnie office. She brings many years of administrative experience along with a strong desire to continue learning about the financial industry. Through her perky personality and...
Lori Emmert
Bookkeeper
410-761-1953