“No two clients are the same.” It’s an old adage, but it still rings true. In order to design the best plan for each client, we start with the individual goals of each client then design a plan to best meet those goals. We are driven by results, not the sale of products.
We have summarized the basis of our work here:
Competence – Our consultants, administrators and employees undergo regular training to maintain a high level of competence in their respective areas of expertise in order to achieve the industry’s highest standards.
Independence – We act independently from banks, insurance companies, mutual fund families and other financial service providers. The only courses of action we will pursue are ones that are well-suited to the individual and corporate goals of our client.
Personalized Service and Support – Individualized service and support of our clients are of paramount importance at our firm. We offer custom-tailored solutions designed to meet your retirement goals. Your objectives matter most.
Timothy Finkelston, ChFC
Tim resides in Clarksville, Maryland with his wife, Kerri, and their four sons. Tim has taken an active role in his community. He is one of the founding members of the non-profit Champions Against Cancer and is the current vice president. He also is the First Vice President of the Baltimore Chapter of the National Football Foundation and College Hall of Fame, and the Director of Baseball for the Western Howard County Youth Baseball and Softball League.
Jodie Dailey, CRS, QPA, ERPA
Senior Vice President
Jodie resides with her husband, Mike, in Carroll County, Maryland. She volunteers her time for ASPPA, Gilchrist Hospice Center’s Annual Taste and Auction of Howard County, and is actively involved in her local community.
Following graduation in 1967 from Rutgers University, Pete was commissioned and served as an officer in the United States Marine Corps. During the Vietnam War, Pete was a platoon commander and was decorated for his leadership in combat.
Pete and his wife Beth have two children and four grandchildren and reside in Columbia, MD. Pete serves on the board of directors and chair of finance committees of several local charities including Howard County General Hospital Foundation, a member of Johns Hopkins Medicine.
Vice President, Client Relations
He resides in Columbia, MD with his wife, Jessica, and their two dogs.