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Appointments

If you are an existing or prospective client, schedule with a team member below.    

If you are new to our office and would like to schedule an initial meeting, please call us at 443-921-9993.

Cici Chen<br/>

Cici Chen

Securities Processing and Customer Service Administrator

Kia Allen<br/>

Kia Allen

New Business Operations and Customer Service Administrator 

Brian Rosenbaum<br/>

Brian Rosenbaum

Managing Partner

Certified Financial Planner Professional™