TFG PRIVATE WEALTH MANAGEMENT - Key Persons
Job Titles:
- a Client Relations Manager
- Client Relations Manager
Alisha was born in Baltimore, Maryland and raised in Howard County. Alisha has been working in the service industry since 2008 with a focus on supporting her family.
Starting in early 2023, Alisha joined TFG Private Wealth Management as a Client Relations Manager. In her role, she works directly with Omar Jennings, Chief Financial Strategist of TFG, to assist with client onboarding, account service and day-to-day operations.
Alisha currently live in Baltimore County with her 3 kids, a daughter and two sons.
Job Titles:
- Executive Assistant to Daniel Rooner
I was raised in Severna Park, MD. I Went to undergraduate at Lynchburg College in Virginia, and graduated with a BA in Spanish, with an emphasis in Global commerce (business minor). I started with Equitable in Fall 2017 as a Financial Professional and transitioned to my current role in December 2018.
Brittany graduated from the University of Notre Dame in 2011 with a major in Business Management. During her time at the University of Notre Dame, she played on the basketball team where she was a captain for 2 years and made 2 National Championship appearances. Since graduating, Brittany has been in the Financial industry working as a Financial Analyst.
In early 2022, Brittany joined TFG Private Wealth Management as a Client Service Associate. In her role, she supports Jeffrey and Omar with tasks involving client communication, account service and marketing.
Brittany moved back to Maryland in 2021 after living in Florida for 5 years. She lives here with her husband Frank and in 2021, Brittany and Frank welcomed their son Bennett.
Brittany March provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. The Representatives whom this assistant supports may transact business, which includes offering products and services and/or responding to inquiries, only in states in which they are properly registered and/or licensed.
As a CERTIFIED FINANCIAL PLANNER™ professional I have been helping individuals and businesses build toward a more secure financial future since 2008.
As the Sr. Branch Operations Manager, I am responsible for the day-to-day operations of the office as well as working closely with the management, associates and staff. I have my undergraduate degree from George Mason University and my graduate degree from Averett University.
I live in Northern Virginia with my two rescue dogs and enjoys fitting in golf whenever possible.
Laura Brown offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
I'm a current student at Louisiana State University in Baton Rouge (class of 2025). I'm studying business and psychology in LSU's honors college, and I am also pursuing a minor in geology. As a marketing associate with TFG, I support our advisors by designing marketing materials and planning client events, always keeping a keen focus on business development.
As a CERTIFIED FINANCIAL PLANNER™ professional and Executive Vice President for TFG Private Wealth Management, I focus my practice primarily working with public education employees, federal employees, municipal workers, and their families, specializing in the areas of wealth management, retirement planning and risk protection. I've been working closely with families who are transitioning into and moving through retirement, most of whom have pension benefits they need help evaluating.
Ongoing education is one of the most important aspects of my career. In addition to my Bachelor of Business Administration (B.B.A.) from JMU, I obtained the designation of CERTIFIED FINANCIAL PLANNER™ professional to better serve the needs of my clients. The CFP® comes with extensive training in financial planning, estate planning, insurance, investments, employee benefits, retirement planning and the CFP® Board's Code of Ethics and Standards of Conduct. I maintain a fiduciary commitment to my clients.
I am a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of experience as a financial advisor. As a Certified Financial Planner™ professional I maintain a fiduciary commitment to my clients. I work with families to build tax efficient wealth and develop retirement income plans for retirees.
In my free time I spend time with my wife, family, and friends. We enjoy traveling, boating, Navy football games, and taking care of dogs. Jess and I got married in 2016 in Tulum, Mexico and now live in Annapolis, MD.
MY SERVICES:
Comprehensive Cash Flow Planning: If you are approaching or in retirement, planning for your children's education, or have inherited assets from a loved one, we can develop a plan to reach a specific income or asset goal.
Asset Management: We create strategic models designed to meet multiple investment objectives through diversified asset allocation based on Modern Portfolio Theory. For more information, visit our Asset Management page.
Monika received her undergraduate degree Media Art and Design/Corporate Communications from James Madison University and her Masters in Business Administration degree from George Mason University. As the Marketing Manager, Monika oversees the strategy and implementation of branch and associate marketing. She coordinates trainings, branch and associate events, as well as is responsible for a variety of branch communications and social media. She's also responsible for our local branding in the community as well as college/universities.
Monika currently resides in Alexandria, VA with her husband and two cats.
Monika Battista offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Job Titles:
- Chief Financial Strategist
I am the Chief Financial Strategist at TFG Private Wealth Management. I work with individuals and families to help them define their financial goals and provide strategies, products, and services to help them work toward their objectives. I believe in a holistic approach, focusing not only on wealth management strategies, but also risk management and legacy planning.
As Chief Financial Strategist, I lead our investment committee and oversee the firm's portfolio strategies. I graduated from Penn State University with a degree in Finance in 2009 and joined The Capital Branch of Equitable Advisors in 2010. I hold my FINRA Series 7, 24, and 66 registrations, as well as my Life and Health licenses.
Each year since 2018, I have been selected as a Five Star Wealth Manager Award winner by Baltimore Magazine. I have also been awarded the title of Credentialed Holistic Financial Coach issued by Columbia University's Coaching Center of Excellence in partnership with Equitable Advisors, LLC.
My wife Malissa and I live in Mount Airy, MD and in 2020 welcomed twin boys.
I am an alumnus of Hamilton College, with a JD from Western New England College School of Law. My career has included private practice, in-house counsel, and Compliance Officer within the financial services industry. As the Chief of Controls for the Mid-Atlantic Complex, I partner with financial professionals to make sure their sales practices are in line with Equitable compliance and SEC and FINRA regulations.