Meet Our Team

Team photo

Meet the team! Learn who we are and what we can do for you.

 

Peter D Tillinghast , CLU®, ChFC®, CASL®, CFP®, RICP®

Founder

Office 410-659-6009


Office 866-414-9454


Email

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Tasha M Williams , CFP®, MSFS, RICP®, CASL®, ChFC®

Private Wealth Advisor

Office 410-659-6013


Email

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Lauren M Shehan , CFP®

Director of Insurance Operations and Services

Office 410-659-6053


Email

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Brandon B Paugels

Private Wealth Associate

Office 410-659-6074


Email

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Kenneth Avery Dickinson

Experience Leader

Mobile 443-684-3302


Email

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