CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Insurance & Annuity Specialist
Charles came to Statera Advisors in 2008 after working for a large national financial firm. He started his financial career immediately after graduating from college in 2006 and has been continuously involved ever since. His focus is supporting the Statera team in the areas of insurance planning and employee benefit strategies.
Charles is a graduate of Calvert Hall College High School and Salisbury University, where he earned a B.S. in Finance. He lives in Towson with his wife, Cathy and their two children, Harrison and Isla.
Job Titles:
- Retirement Plan Coordinator
DJ has been working within Statera Advisors since 2013, focusing primarily on helping plan sponsors and their participants deal with the everyday nuances involved within group retirement plans. DJ is in constant contact with both the Plan Sponsor and Record-keepers to insure that they are receiving the client is receiving the best possible support and services. In addition, he is also coordinates all employee education meetings. DJ holds his series 7 license.
Kelby joined Statera Advisors in 2015 after spending over 10 years with another financial services firm in downtown Baltimore and brings a vast array of knowledge and experience in the financial services industry. Kelby works closely with his clients assisting them with their investment planning and insurance planning while having a specialized focus in clients retirement income planning. Kelby holds the life and health insurance licenses as well as series 6, 7, 63, and 66 securities licenses. As a child Kelby grew up in Baltimore County and attended Boys' Latin School before graduating from Michigan State University. Kelby lives with his wife and 5 children in Annapolis, Maryland.
Natalie joined our firm in September 2020 as our Marketing Coordinator. Natalie primarily focuses on our marketing initiatives, social media, and website curation. Natalie is a graduate of Garrison Forest School and the University of Delaware, where she earned a B.S. in Marketing. She currently lives in Pikesville.
As a CERTIFIED FINANCIAL PLANNER™ professional, Pete helps his clients create and implement comprehensive solutions to simplify their complex financial lives. Pete's process begins by gaining a deep understanding of his clients' financial goals, needs, preferences, and overall financial situation. He then customizes a financial plan that accomplishes their goals and objectives while helping to minimizing risk.
Rob joined the firm in 2021. Prior to that, he was a First Vice President and Wealth Management Advisor with another top investment firm in the Baltimore area. Upon graduating from Calver Hall College Preparatory, he attended Mount St. Mary's University in Emmitsburg, MD, where he majored in Economics and Business Administration. He holds both the Series 7 and Series 66 licenses as well as a Life & Health license.
Rob is actively involved in the Knights of Columbus while also helping his local parish, St. Leo the Great in downtown Baltimore through community outreach programs. Rob lives in Baltimore with his wife, Hanna and their daughter, Grace.
Job Titles:
- Certified Fund Specialist
Scott is a Certified Fund Specialist (CFS) and Accredited Investment Fiduciary (AIF). He holds both the Series 7 and Series 66 licenses as well as a Life & Health license. He has served on the board and as President of NAIFA (National Association of Insurance and Financial Advisors) in Maryland. In addition to being a Partner at Statera Advisors, Scott is also a Partner with Benefits and Statera Retirement.
Tim came to Garrison Financial in 2011 after acting as Managing Member of InterAction as a Fee Based Planner. Tim is supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employee benefits.Tim is a 1984 graduate of Boston University.
Tim and his wife, Johanna, have three children and live outside of Washington D.C.
"My primary objective is to help you achieve financial freedom in a complex and constantly changing world by recommending products that can help you achieve what is most important to you."
Tim joined Garrison Advisors in 2011 after moving to Baltimore from Bethany Beach, DE. His work as a financial advisor concentrates on creating relationships with, and developing comprehensive financial strategies for both individual clients as well as medical and dental practices throughout the region, with the goal of helping their families and businesses reach their long-term financial objectives. He is committed to regular client reviews to assess client portfolios and policies to be able to proactively respond to changes in objectives, risk tolerance, or product availability.