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Our Team

Bethesda Office
7101 Wisconsin Avenue
Suite 1200
Bethesda, MD 20814
(301) 907-9030
 
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
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

Frederick Office
220 N. Market Street, Suite 202
Frederick, MD 21701
Phone: (301) 662-5751
Fax: (301) 698-9606
 
Financial Professionals Staff
Sarah M. Cato, CFP
Steven D. Schleupner, CRPC, MBA
Laura Hohn

Frederick Office
44 N. Market Street, Suite 400
Frederick, MD 21701
Phone: (301) 662-5518
Fax: (301) 662-6805
 
Financial Professionals Staff
Phillip P. Hefler
Cisco Rodriguez

Reston Office
1875 Campus Commons Drive, Suite 200
Reston, VA 20191
(703) 476-5700
 
Financial Professionals Staff
Jeffrey A. Clark
Melanie Cole
John W. Crane, CFP, ChFC
David Guido
Martha L. Hopler, ChFC
Brad Johnson
Dennis Liwanag
Christopher Milligan, CLU and Vice President
Joe Morelli
LD Newby
Frank Passarelli, CLU, ChFC
Maria Salter
Ken Shall
Corbin Small
Charles F. Usborne
Thomas Woodward
Kathy Thakurdas

Delaware Office
1000 N. West Street, Suite 1200
Wilmington DE 19801
 
Financial Professionals Staff
Todd Hartnett
Paul Maynor, CFO and Vice President