Please note that our office located in Lexington Park, Maryland has moved, our new address is 44425 Pecan Court, Suite 205, California, Maryland 20619.

Chi Guerrero CFP®, RMA®, CIMA®

Chi Guerrero CFP®, RMA®, CIMA®

Get to Know Chi She enjoys playing tennis. Her favorite toy as a child was any type of puzzle. One thing on Chi’s bucket list is visiting Crater Lake. BIO A dependable professional, Chi describes herself as a numbers person. She chose to pursue a career in Wealth...
Noreen Haenn

Noreen Haenn

Get to know Noreen Noreen’s favorite holiday is Thanksgiving. She loves mashed potatoes oozing with gravy, laughter, family stories, and traditions. Noreen hidden talent is saying the alphabet backwards. When she was 5, Noreen wanted to be a kindergarten teacher. BIO...
Annemarie K. Heim, CPA

Annemarie K. Heim, CPA

Get to know Annemarie Christmas is Annemarie’s favorite time of year. She loves everything about the holiday season. Her favorite part is getting together with family and friends. Annemarie loves traveling to new destinations and seeing new things. If she had to pick...
F. Carter Heim, CPA, CFF, CGMA, MST

F. Carter Heim, CPA, CFF, CGMA, MST

Get to Know Carter Carter’s favorite holiday is Christmas because of the music, decorations, and getting to spend time with family and friends. The most inspiring part of Carter’s job is helping his clients and team members clearly identify their goals and developing...
Kit Horton, CPA

Kit Horton, CPA

Get to Know Kit Kit’s favorite holiday is Halloween. He likes the crazy costumes—and candy, of course! If he wasn’t an accountant, Kit would want to be a Japanese interpreter. His other dream job (besides accounting) was being an interpreter at Nintendo. He studied...