Certified Financial Planner focusing on financial planning for individuals and businesses.

The Wealth Management Team

At our firm, we have the client—and only the client—in mind.

Advisors

H. Stanley Evans, CFP®

H. Stanley Evans, CFP^®, Founder

Founder

410-821-2920 x7610

Todd Evans, AIF®, CPFA® , WMCP®

Todd Evans, AIF®, CPFA® , WMCP®

Partner

410-821-2920 x7614

Ryan E. Salah, CFP®, CPWA®, CPFA®

Ryan E. Salah, CFP®, CPWA®, CPFA®

Partner

Portfolio Management Team

Alan Zhang, CFA, FRM*

Alan Zhang, CFA, FRM*

Portfolio Manager

Derek Schug, CFA*

Derek Schug, CFA*

Head of Portfolio Management

Kara Murphy, CFA*

Kara Murphy, CFA*

Chief Investment Officer

Wealth Management Service Team

Michele Beernink, CRPC®

Michele Beernink, CRPC®

Director of Private Wealth Services

Michele@cfpmd.com

Lauren Beetle

Lauren Beetle

Director of Operations

410-821-2920 x7613

Lauren@cfpmd.com

Our Corporate Transaction Experts - Paradigm Forensics

Robert Carter, MS, CPA/CFF/ABV, CVA, CFE, CEPA

Robert Carter, MS, CPA/CFF/ABV, CVA, CFE, CEPA

Managing Member

410-609-4740 x 102

rcarter@paradigmforensics.com

Zachary Reichenbach, CFA, CPA/ABV/CFF

Zachary Reichenbach, CFA, CPA/ABV/CFF

Managing Member

410-609-4740 x 108

zreichenbach@paradigmforensics.com

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