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Our Team
Bethesda Office
7101 Wisconsin Avenue
Suite 1200
Bethesda, MD 20814
(301) 907-9030 |
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| Financial Professionals |
Staff |
Glenn J. Arons, CFP, AEP, ChFC
Adam S. Bass, J.D.:
Vice President, Growth and Development
Robert M. Bell:
Vice President, Securities and Operations
Isabella Brunk
Christoper J. Campbell
W. Harrison Campbell, CAP ®
Timothy Cerny, CPA, MBA
Brent Connor
Joseph Cope
Dewey A. Dematatis
John W. Dixon: CEO
Samuel R. Fales: Vice President, Securities
Maura Fitzgerald
Steven A. Gavey
Matthew Grace: Disability Income Specialist
Iradge Izadi
Sean Joiner
Phil Jones
Daniel Jossen
Kendra LoBosco
Karen Loulakis, JD
Thomas McCloskey
Christopher T. Paoletti, ChFC
Lloyd H. Polmateer: President
M. Katherine Reilly Will
L. Maurice Rowe, IV
W. Clint Shelton, CLU, ChFC
Tracy K. Shen, RFC, CLTC
Samuel Solondz
Frances A. Toler, CRPC
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Linda Altomare: Manager, Insurance New Business
Laura Berry, Marketing and Recruiting Coordinator
Charles Biggio
Lisa Bradbury
David Chapin
Jessica Hines, New Business Desk
Karen Hardnock
Gozde Kocer
Elise Schloss
Doreen Selby
Lisa Shelton
Krysti Robel:
Executive Assistant to the Presidents
Cynthia Walk: Vice President, Administration
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Frederick Office
44 N. Market Street, Suite 400
Frederick, MD 21701
Phone: (301) 662-5518
Fax: (301) 662-6805 |
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| Financial Professionals |
Staff |
Phillip P. Hefler
Cisco Rodriguez
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