Terry’s passion for financial guidance grew out of his own experience as a business owner and his desire to help people make the most of what they’ve worked hard to build. A lifelong Marylander, Terry and his wife, Julia, built deep local relationships while working together in the practice and raise their two children. Terry enjoys history, tending small orchards and home improvement.

Brian is driven by a desire to help families bring clarity and intention to their financial lives. His faith and strong family foundation shape the way he approaches financial planning. Brian is passionate about aligning financial strategies with personal values and meaningful goals. Brian and his wife, Laura, are raising their five children and enjoy spending time together outdoors, gardening and staying active.

Dustin is motivated by helping families feel less overwhelmed and more confident about their financial decisions. He believes clear guidance, thoughtful listening and education empower people to focus on what truly matters in their lives. His work is shaped by a commitment to faith and service. Dustin is married to Kristen and has three sons. He enjoys audiobooks, sports podcasts, traveling and staying active outdoors.

Kim is the organizational backbone of the team. She earned a degree in business administration from Towson University, where she was also a member of the swim team, and has a strong professional foundation in both private industry and federal government service. Kim brings exceptional organization, attention to detail and care to her role supporting clients and financial advisors. She has two grown children and enjoys traveling, staying physically active, reading and participating in a book club. Her Catholic faith is an important part of who she is, and she values supporting a team dedicated to serving others well.