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308 W. Pennsylvania Ave, Towson, MD 21204

410-821-2920
clientservice@cfpmd.com
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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

410-568-7616

Michael Alessi, Jr.

Michael Alessi, Jr.

Senior Wealth Management Advisor & Retirement Plan Consultant

410-568-7618

      Portfolio Management Team

Derek Schug, CFA*

Derek Schug, CFA*

Head of Portfolio Management

Kara Murphy, CFA*

Kara Murphy, CFA*

Chief Investment Officer

Michael Alessi, Jr.

Michael Alessi, Jr.

Senior Wealth Management Advisor & Retirement Plan Consultant

410-568-7618

      Wealth Management Service Team 

Michele Beernink, CRPC®

Michele Beernink, CRPC®

Director of Private Wealth Services

410-568-7611

Lauren Beetle

Lauren Beetle

Director of Operations

410-821-2920 x7613

Michael Alessi, Jr.

Michael Alessi, Jr.

Senior Wealth Management Advisor & Retirement Plan Consultant

410-568-7618

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

Zachary Reichenbach, CFA, CPA/ABV/CFF

Zachary Reichenbach, CFA, CPA/ABV/CFF

Managing Member

410-609-4740 x 108

Michael Alessi, Jr.

Michael Alessi, Jr.

Senior Wealth Management Advisor & Retirement Plan Consultant

410-568-7618

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