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

Sheri Mergenthaler CFP®, CPWA®, CDFA®

Sheri Mergenthaler CFP®, CPWA®, CDFA®

Get to know Sheri Sheri’s favorite holiday is Thanksgiving because it’s not about presents—it’s about family, food, and football. Sheri’s favorite part of her job is helping clients obtain their dream retirement and watching her teammates grow in their careers....
Amy K. Smith, CPA, PFS

Amy K. Smith, CPA, PFS

Get to know Amy Amy’s favorite holiday is Thanksgiving because she loves to celebrate with family and feast on a wonderful, home-cooked meal. She loves the crispness in the air, fall colors, and enjoying the long holiday weekend with her loved ones before starting the...