OBSIDIAN PLANNING SOLUTIONS - Key Persons
Darlene is your first stop for scheduling and general information requests. With multiple degrees in web development, she's a font of technology- and web-related information. Having worked for ten years as the "connector" between several accountants and 2000+ of their clients, Darlene is also a natural rapport-builder and problem-solver.
Erin is Obsidian's paraplanner: that person with the financial services industry experience necessary to prepare reports, analyze data, and present financial plans alongside our lead planners. She holds Series 7, 66, Life, Accident, Health and Variable Annuities Licenses, and assists our client service colleagues on an as-needed basis. While she has experience in both planning and service, her primary focus at Obsidian is helping our clients reach the financial and personal goals they've set for themselves and their families.
Erin is a graduate of Michigan State University, a seasoned traveler, veteran half-marathoner, and a passionate lifelong learner in finance, economics, and nutritional sciences.
Jay has been helping people make smart decisions about their financial life and money for over 29 years. He is devoted to making sure his clients receive objective and thorough advice. He has personally completed over 1,800 financial plans. Since every plan is customized, his attention to every detail is a characteristic that sets Obsidian Planning apart from other planning firms.
He earned a Bachelor of Science from the University of North Carolina in Business and Finance.
Jay is an Eagle Scout and remains very active in the local Boy Scouts of America. In his spare time, he enjoys camping, hiking, and reading IFinancial Planning magazine. He lives in Annapolis Maryland with his wife of over 36 years.
Jill is responsible for customer service requests, database management, insurance processing, and client communications. Her prior work experience includes working as an auditor for a public accounting firm and as a financial analyst in the banking industry.
Jill graduated with a BBA from University of Georgia, earned an MBA from University of Baltimore, and her CPA certificate. She is married with one son and three daughters and resides in Ellicott City. Jill enjoys watching her kids play soccer and collegiate sports, reading, and walking her dog.
Clients looking for solutions to help them maintain their standard of living through retirement will love working with planning team member Kelsey Easter. Kelsey got her bachelor's degree in accounting and information technology from Virginia Tech. Her background in both public and private accounting means she is very detail oriented.
Kelsey loves working with clients and getting to know them and understand their unique situations. After being with Obsidian for several years, she feels she knows the clients well and looks forward to meeting new ones in the years to come.
Job Titles:
- Obsidian 's Senior Planner
When it comes to your most important documents, do you feel scattered? Pam Flick, Obsidian's Senior Planner, is eager to help. Pam enjoys getting your documents organized, analyzing your data and making strategic recommendations to guide you toward your goals. To Pam, details matter; she diligently scrutinizes every aspect of your plan to ensure your long-term success. With over 20 years at Obsidian, Pam will leverage her extensive experience and unrivaled knowledge base to your advantage.
In addition to being a CERTIFIED FINANCIAL PLANNER™, she holds a bachelor's degree in Business Administration/Marketing from Indiana University of Pennsylvania and an MBA in Finance and Investments from The George Washington University.
Job Titles:
- Founder of Obsidian Planning
As the founder of Obsidian Planning, Patrick has spent the last 35 years helping business owners and families create comprehensive financial plans to protect their assets and legacies. Through his work, he created the Lifestyle Protector Program™, a simple, step-by-step planning process that will fit seamlessly into your already busy schedule and guide you through the process of identifying and realizing your personal and professional goals.
A long-time business owner and family man, Patrick draws on both his professional and personal experience to create customized, comprehensive solutions to provide you with peace of mind for your financial portfolio. He holds a Bachelor of Science from Virginia Tech and a Master of Science from the American College of Financial Services. Patrick is also a CERTIFIED FINANCIAL PLANNER™ professional, and has earned the Certified Exit Planner designation from the Business Enterprise Institute.
You have questions. Sean will help you find answers. What's his favorite part of the job? It is providing a comprehensive service to you, our clients. From investment accounts to insurance planning, trusts, estates, and everything in between, a good day for Sean is when you have the information and education to make confident, well-informed decisions.
As a Client Service Specialist, he has been assisting Obsidian clients for over 20 years and holds degrees from the University of New Haven and The George Washington University. He also holds FINRA Series 7, 6, 63, 66 licenses and Life/Health/Property & Casualty insurance licenses in the state of Maryland.
Stephanie supports our team members in providing exceptional service. She has experience as a legal assistant, so her attention to detail and respect for confidentiality are second nature. Stephanie is a native Marylander and proud new mother.
If you've ever lost sleep because you were worried about protecting your future and growing your business, you are not alone. Todd can't wait to help you develop a comprehensive strategy and implement effective tactics to help you achieve your ideal future. An innate problem solver, he enjoys working with driven business owners who are ready to plan for the future they deserve.
Todd, leading Obsidian's business development team, relishes the opportunity to help business owners reach their goals every day. He holds a Bachelor of Science in Finance from the Smeal School of Business at the Pennsylvania State University. Todd is also a CERTIFIED FINANCIAL PLANNER™ professional, and has earned the Certified Exit Planner designation from the Business Enterprise Institute.