FINANCIAL SERVICES ADVISORY - Key Persons
Job Titles:
- Client Service Associate & Team Leader
- Senior Client Service Associate & Team Leader
Jamie is the team leader for FSA's Client Services Department. She works closely with the other departments to help to ensure that client needs are served timely and accurately. She assists clients who call in with questions or requests regarding their accounts. She also is responsible for preparing paperwork and other documentation for client investment review meetings.
Prior to joining FSA, Jamie worked as a personal bill-paying specialist. She helped clients learn to budget, manage their money, and pay their bills on time. Such responsibilities taught her the ins and outs of finances, as well as helped her to refine her customer service skills.
Jamie is proud to be a part of FSA and considers the team her second family. In her spare time, she enjoys watching true crime TV, spending time with her family and friends, and spoiling her tiny Chihuahua Ava!
John assists clients with their financial needs. He works alongside the advisors to prepare for meetings and assists with financial plans. He prepares paperwork and documentation and updates client information as needed.
John comes to FSA with over 28 years of experience with Dolan Financial Corporation assisting clients regarding their administrative needs in financial planning. John is a graduate of the University of Maryland University College (UMUC) with a degree in business management.
Outside of work, John enjoys playing golf, traveling, and spending time with family and friends.
Kim provides financial planning & advising services.
Kim earned her degree in finance from Virginia Tech with a concentration in financial planning and has been advising clients since 2010.
As a CERTIFIED FINANCIAL PLANNER™ professional, Kim is passionate about helping people reach their goals and achieve financial security. She takes great pride in helping families and business owners through retirement planning, education planning, investment planning, and estate planning.
Kim is currently pursuing her Certified Financial Transitionist (CeFT®) designation which she plans to utilize with clients experiencing life transitions (e.g., marriage, death, divorce, retirement, etc.). This intense, year-long training focuses on the balance of the technical and personal sides of making financial decisions and how being in a life transition can impact those decisions.
Kim actively participates in pro bono work and enjoys spending her time mentoring financial planning students from her alma mater. She is also involved with the Financial Planning Association. In her spare time, Kim is an avid traveler and the office adrenaline junkie. She enjoys being outdoors, running, rock climbing, playing volleyball, and more recently riding her Peleton. She also loves spending as much time as she can with her husband Jordan and dog Cooper.
Kim is usually the first person you encounter when visiting or calling our office. She manages our office facilities and provides administrative leadership and support in areas such as billing, marketing, compliance, and human resources.
Prior to joining FSA, Kim served as the administrative assistant for a local church. She has extensive administrative experience in the medical and service industry areas. In addition, Kim spent six years as a volunteer outreach worker with Montgomery County's Victim Assistance and Sexual Assault Program. In this role, she provided crisis counseling and companion services to victims of rape and sexual assault at Montgomery County hospitals and police stations. During her tenure there, she was recognized for her achievements by being awarded VASAP's excellence in service awards on two occasions.
In her spare time, Kim enjoys spending time with family and friends, reading, and scrapbooking. In addition, she heads the women's ministry in her church.
Job Titles:
- Assistant
- Portfolio Manager
Mary Ann assists the Chief Investment Officer in the functions of portfolio management, research, and fund relations. She is the primary trader for the firm and helps manage client cash flows to align accounts with the firm's various models.
Prior to joining FSA, Mary Ann worked with other registered investment advisory firms and with a major brokerage firm. Her broad experience in portfolio management, security analysis, trading, client servicing and operations has helped her to appreciate all the components that work together to better serve clients.
Mary Ann earned a master's in business administration in finance and investments from George Washington University. She also has a Bachelor of Science degree in finance and a Bachelor of Arts degree in economics from the University of Maryland.
She finds FSA's investment philosophy for turbulent times relevant and appealing. In her spare time, she enjoys spending time with her husband and two sons, as well as home decorating and writing.
Mike works alongside the advisors to prepare for meetings and builds financial plans.
As a CERTIFIED FINANCIAL PLANNER™ professional, Mike desires to guide others on their journey to financial freedom. He is passionate about getting first-time investors involved in the stock market. His mom always told him to practice the five Ps, "Proper Planning Prevents Poor Performance."
Mike earned his degree in finance from Salisbury University with a concentration in financial planning. At Salisbury, he was the treasurer of his fraternity and an active member of the Financial Management Association.
Outside of FSA, Mike plays touch rugby with his brothers and friends on weekends. In his spare time, he enjoys working out, watching sports, and being at the beach. Like Kim, he has four siblings.
Job Titles:
- Chief Investment Officer
- Partner