PHRONESIS WEALTH MANAGEMENT - Key Persons
As the office manager, Barbara manages the client database, prepares paperwork for meetings, prepares and submits client applications for investments and insurance, submits and tracks incoming checks, resolves issues with the home office, schedules and confirms appointments, manages work flow, and works to make sure files and paperwork meet our compliance standards. Barbara also performs various administrative duties including typing letters, filing, ordering supplies and answering the phones.
Barbara has a BA in Fine Arts from the University Of Maryland University College. She is married with two boys. She is also the President of a non-profit which was initiated to restore and preserve a historic farm in Annapolis. She enjoys spending time with her family, history, reading, scrapbooking, outdoor activities and Raven's football.
Job Titles:
- in 2022 As Our Marketing Associate
- Marketing Associate
Christine Zawrotuk joined Phronesis Wealth Management in 2022 as our Marketing Associate. Originally from the Pittsburgh area (we won't hold that against her), she has a Bachelor of Science Degree in Communication and started her career in print media. Before calling Maryland her home in 2001, Christine lived on Cape Cod in Massachusetts where she was a morning radio personality.
Christine left her broadcasting career when the Internet became a "thing," intrigued by the possibilities this new medium presented. After successfully spending many years in the website design and development industry, she changed gears and started her own creative agency (of one) to enable her to be a somewhat stay-at-home mom. Her clients included the health and wellness industries, as well as the hospitality and yacht brokerage industries.
After her son graduated college, Christine decided it was time to pivot again; moving away from a remote work environment, returning to an in-office position (with actual people!). She brings both traditional and digital marketing experience to the team and can't wait to help grow Richard's practice.
When Christine is not in the office, she spends her time with friends and family, traveling, visiting wineries and breweries, working out and cheering on the Steelers and Penguins.
Kelly graduated from the University of Delaware with a BS in Finance and a minor in Economics. After graduation, she obtained Series 7 and Series 63 securities licenses and spent the next six years at Legg Mason Wood Walker, Inc. where...
Kelly graduated from the University of Delaware with a BS in Finance and a minor in Economics. After graduation, she obtained Series 7 and Series 63 securities licenses (now held through LPL Financial), and spent the next six years at Legg Mason Wood Walker, Inc. where she specialized in providing retirement services. Kelly then joined the retirement team at Fidelity Investments as a Retirement Education Consultant where she worked hands-on with plan sponsors across the country to help them comply with IRS regulations as well as helping to improve education and information systems to better enable clients to make informed decisions with their 401(k) investments. Also during this time, Kelly earned the Charted Retirement Plan Consultant (CRPC) designation.
Kelly and Richard married in 2008 and started a family shortly thereafter. With their two boys, Jackson (7) and Cooper (5) now getting bigger, Kelly has returned to the workforce to provide support to Richard's growing practice.
Kelly loves the outdoors and believes in physical, as well as fiscal, fitness. She enjoys all outdoor activities, especially boating, skiing, running, traveling, and spending time with her active family.
Job Titles:
- Member of Our Team
- Member of the Phronesis
- Senior Financial Consultant
Ken is the newest member of our team. A Baltimore native and graduate of the University of Maryland College Park, Robert H. Smith School of Business, Ken has assumed various roles within the financial industry for over 16 years.
Ken is the newest member of the Phronesis team. A Baltimore native and graduate of the University of Maryland College Park, Robert H. Smith School of Business, Ken has assumed various roles within the financial industry for over 16 years. Starting out as a financial representative in 2007, Ken has also held roles as an Investment Operations Manager, an Advanced Planning Specialist, Director of Investment Operations and Executive Vice President roles at LPL Financial.
Before Ken's career as a financial professional, he spent 10 years traveling the country as a Minor League baseball player for the New York Mets, Minnesota Twins, and Philadelphia Phillies. Ken's team mentality and "play to win" attitude have become a part of his professional philosophy and his approach to financial planning. Ken holds his Series 6, 63, and 7 securities licenses.
Ken spends his time out of the office coaching high school baseball along with cheering on daughters Kate and Julie at their various sporting events with his wife Jennifer. He and his family reside in Severna Park, Maryland.
Paul joined our team in the summer of 2017, previously working in a few different industries; accounting, marketing and sales. Paul studied finance at Salisbury University and graduated in 2011. While here, he has obtained his Life and Health Insurance License and his General Securities License, held through LPL Financial.
Paul lives in Glen Burnie with his wife, son and two dogs. When he is not in the office, he spends time with family and friends, fishing, crabbing and playing sports. He is a die-hard Ravens fan and season ticket holder.
Richard and his team at Phronesis are active supporters of Giving Back: Linda's Legacy Coat Drive, the local Girl STEM-Powerment, and other community events. Additionally, he is a proud member of the Greater Severna Park and Arnold Chamber of Commerce, fostering connections with business owners in the community.
A tenured and credentialed CEO and financial advisor, Richard works with people at or near retirement to help guide them through their exciting next act. With a keen focus on optimizing tax efficiency, Richard is dedicated to helping you navigate decisions around pensions and withdrawing assets during retirement.
Richard's mission is simple: to help you attain your personal vision of financial success through practical advice, customized planning, and outstanding client service. Rooted in integrity and committed to helping you discover the perfect balance between work, family, and pleasure, Richard serves as your partner on your financial journey.