Team
Robert G. "Bob" Anderson, CFP®
CERTIFIED FINANCIAL PLANNER™
410.912.4287
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Bob has met rigorous education and ethical requirements and has gained extensive knowledge in the areas of financial planning, risk management, investments, income tax planning, and...
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Gretchen Parks
Client Services Associate
410.912.4287
Born and raised on the Eastern Shore, Gretchen graduated from Salisbury University. She brings to the table an eye for detail and a flair for serving clients. She has office management experience and strives for promptness and...