Broker Check


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™