Our Team
Richard Dix
Financial Advisor
Richard is a Baltimore boy, graduating from Polytechnic Institute and University of Maryland, Baltimore County. In addition, Rich holds the Chartered Retirement Planning Counselor designation from the American College of Financial...
Drew Gress
Financial Advisor
Born and raised in Maryland, Drew Gress attended Calvert Hall High School. He went on to McDaniel College where he laid the foundation for his career as a Financial Adviser with a degree in Business Administration and Economics. Now...
Beau Horning
Financial Advisor
Originally from San Diego, CA; Beau moved to Maryland in 2007 to attend McDaniel College. There he met his wife, Amy Horning, and obtained a bachelor’s degree in American history. He then joined the army and ran the battery command...
Megan Lanzendorf
Administrative Assistant
Megan is currently living in Southern California, but she calls Northern Virginia home. She has a Bachelor’s degree in Communications from Shepherd University in West Virginia. Megan’s well rounded work experiences have...