JANOSKIE FINANCIAL & ASSOCIATES - Key Persons
Job Titles:
- Founder and Managing Director of Hunter Capital
George Hunter is Founder and Managing Director of Hunter Capital, LLC where he serves as a Certified Financial Planner TM committed to helping his clients with investment and retirement planning. By utilizing various strategies, George works with his clients to improve their investment potential, reduce financial risk, and help preserve their estate for their heirs.
George began his professional career as a Mechanical Engineer with Pratt and Whitney designing parts for the NASA Space Shuttle and for the F-22 Jet Fighter program. He then had progressively more responsible positions in engineering, manufacturing, quality, plant, supply chain and financial management, working for companies such as GE Capital, Hewlett Packard and Eaton Corporation. Because of the global travel requirements and his desire to be closer to home with his wife and soon to be three children he transitioned into personal finance. He spent over a decade at Merrill Lynch and Morgan Stanley as Vice President and currently is the Managing Director at Hunter Capital.
Over the years, George has gained a unique perspective on tending to his clients individual needs and concerns. His goal is to assist his clients to obtain financial well-being, while helping them manage risk against life's unforeseen events. As an independent advisor, his holistic approach allows him to utilize the services of elder law attorneys, CPAs and other professionals. His broad base of knowledge puts him in demand to provide guidance on:
Accumulation of Assets
Retirement and Estate Planning
Distribution of Assets to Insure Lifetime Income
Transfer of Assets in a Tax-efficient Manner
On a personal note, George is a husband and a father of three awesome children. He lives and works in Columbia MD, where he grew up, and graduated from the Great Centennial High School (go Eagles). He has volunteered his time as a football, basketball and a track and field coach, a mentor, a church volunteer, the past President of the local Habitat for Humanity, and is a founding board member of Neighbor Ride (where Volunteers Drive and Seniors Thrive).
Holly Lawson graduated from James Madison University in 2005 with a Bachelor of Science degree in Health Science and became a nationally-certified athletic trainer. She continued her education at the University of Oklahoma, graduating in 2007 with a Master of Human Relations degree. While at OU, Holly served as an athletic trainer with the women's gymnastics team and the women's soccer team. Upon her graduation, Holly moved back to the east coast and began working as an athletic trainer at American University. During her seven years at AU, Holly worked as an Associate Athletic Trainer and supported numerous Division 1 sports teams.
Holly has spent the past 8 years raising her children as a stay-at-home mom. She currently lives in Millersville, MD, with her husband, 3 children and golden retriever. She enjoys supporting her children's numerous extra-curricular endeavors and is a loyal Navy athletics fan.
Job Titles:
- President of Columbia Retirement & Investment Services
Jay Sims founded Columbia Retirement & Investment Services, LLC in 2002 where he serves as a Certified 401(k) Professional dedicated to understand and address the evolving needs of plan sponsors and their employees. Jay's...
Jay Sims founded Columbia Retirement & Investment Services, LLC in 2002 where he serves as a Certified 401(k) Professional. He is dedicated to understanding and addressing the evolving needs of plan sponsors and their employees. Jay's goal is to assist businesses in identifying and select progressive, smooth running, and cost effective retirement plans.
Jay started his professional career as tax accountant for Geico and a Manager for Marriott International. He began his career in financial services in 1992 where he obtained a knowledge and strong interest in corporate retirement plans which motivated him to start his company in 2002.
Jay lives and works in Columbia, MD. Jay spent ten years coaching his two children and was active on the Board of Directors of the Western Howard County Youth Baseball and Basketball. Jay has a Bachelor of Science degree in Business from the University of Maryland.
Taylor Janoskie has worked for Janoskie Financial & Associates for over 5 years. He has passed both his Series 7 General Securities Representative Examination and Series 66 Uniform Combined State Law Examination. As well as his Life...
Taylor Janoskie has worked for Janoskie Financial & Associates for over 7 years. He has passed both his Series 7 General Securities Representative Examination and Series 66 Uniform Combined State Law Examination. As well as his Life and Health Insurance Licenses. Taylor is passionate about investing, budgeting, living debt free and preserving one's wealth. He believes successful investment relationships are built on the foundation of trust. Taylor believes that trust is built by open communication, and having conviction and confidence in every financial decision.
Taylor graduated from Bryant University in Smithfield, Rhode Island in May 2016. He graduated Cum Laude with a Bachelor of Science degree in Financial Services and a minor in Mathematics. While maintaining his high GPA, he also played four years of Division 1-AA football for the Bryant Bulldogs. Taylor believes that being a well-rounded student-athlete has helped in numerous ways. He developed great leadership qualities and time management skills, as well as learned the importance of teamwork.
Taylor's time management skills were well reflected as he found time to tutor in Bryant University's Goal Based Study Hall for student-athletes. In addition to helping student-athletes, he also worked in the Finance Lab as a tutor for all students at Bryant University's Academic Center for Excellence. Through tutoring, Taylor became CRLA Level 1 Certified.
Taylor was also accepted into Bryant University's Archway Investment Fund, a highly competitive, two semester class where students actively manage a $1,000,000 portfolio. The first semester he worked as a Securities Analyst providing comprehensive research on stocks and ETFs. Taylor then became a Portfolio Manager in the second semester for the Energy, Materials, and Utilities sectors. He was tasked with learning how to actively manage a portfolio, and pick value stocks and ETFs with a three to five year time horizon.
Toney Janoskie has been providing comprehensive financial guidance and exceptional service to his clients for the past 34 years. Toney is the Founder and Principal of Janoskie Financial & Associates.
Toney graduated from James Madison University, in Harrisonburg, Virginia, earning a bachelor's degree in Accounting.
Job Titles:
- Financial Advisor
- Vice President
Wade is an independent financial professional who has worked in the financial services industry for 13 years spending all with Janoskie Financial & Associates. Wade is committed to helping client's manage the financial areas...
Wade is an independent financial professional who has worked in the financial services industry for 15 years spending all with Janoskie Financial & Associates. Wade is committed to helping clients manage the financial areas that are important in their lives - income, retirement, education and preserving their estate.
Wade is a Magna Cum Laude graduate from Towson University where he earned a Bachelor of Science degree in Business Administration with a concentration in Finance. He is a member of the Financial Services Institute (FSI) and continues his education through the requirements for his designations and licenses.
Wade has earned his series 7 and 66 registrations. He specializes in areas related to retirement, investing, and wealth preservation. Wade believes a strong affiliation based on communication and trust is critical to the long-term success of an investment relationship. Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process.
Wade resides in Carroll County, MD with his wife Pam of 13 years, son Wyatt, and their two daughters Lily and Rylee. Wade is an active member in the community and enjoys spending time traveling with his family, coaching his kids sports teams, cooking, and being outdoors.