Get to know my dedicated team

We have a diverse team strategically positioned to reflect the communities we serve. Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Financial Advisor Brandon White

Brandon White

Financial Advisor

Originally born in Silver Spring MD, raised in Laurel MD. Grew up playing the trumpet for 12 years. On weekends, I'm usually out at a live event, playing some type of video/board game, or at the dog park with my dog, Stella. My main mission is to create impact by focusing on step 1 of wealth creation, building a plan. Every person who reaches financial freedom starts somewhere, so let's start!

Photo of Financial Planning Analyst Tony Okrasinski

Tony Okrasinski

Financial Planning Analyst

Photo of Executive Assistant Marlena Slaw Kiewe

Marlena Slaw Kiewe

Executive Assistant