Get to know our leadership team

Leadership at the Ellicott City office is dedicated to doing good for our clients, employees and community.

Photo of Founder & Wealth Management Advisor Ryan Walterhoefer

Ryan Walterhoefer

Founder & Wealth Management Advisor

I really enjoy working with focused, driven individuals who recognize that pouring their energy into their family and career is the best use of their time. Everyone has a different vision of what it means to be financially secure and their vision is likely to change throughout their lifetime. I can help you create a personalized financial strategy that has a firm foundation in your beliefs!
Photo of Director of Operations Alexandra Mathis

Alexandra Mathis

Director of Operations

Photo of Director of Recruitment and Development Rachel Barnett

Rachel Barnett

Director of Recruitment and Development

Photo of Talent Acquisition Specialist Jenny Anuszewski

Jenny Anuszewski

Talent Acquisition Specialist

Photo of Director of Career Development Danny Pilkerton

Danny Pilkerton

Director of Career Development

Photo of Growth and Development Director Nick Lamanna

Nick Lamanna

MBA, RICP®, ChFC®, CFP®, CIMA®

Growth and Development Director

I am a Financial Advisor with Northwestern Mutual, specializing in insurance and investment planning for high income families. From an education stand point, I have my MBA with a focus in finance as well as a designation in Retirement Income Planning (RICP®), in addition I have my Series 7, 66, and Life & Health license. I live in Hanover MD with my wife Melissa and two children, Carmela and Ari.
Photo of Growth and Development Director Zach Hooker

Zach Hooker

M.Ed.

Growth and Development Director

Photo of Director of New Business Marlena Slaw Kiewe

Marlena Slaw Kiewe

Director of New Business

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