Marc regularly offers to advise clients on a variety of financial planning and investment management issues, including asset allocation, tax planning, estate and legacy planning...
Bob joined WBH Advisory’s team in 2000. Among other roles, Bob uses his knowledge and experience to offer to assist clients with financial planning, asset allocation, and...
Ben joined WBH Advisory in 2009 and has served the firm and its clients in several capacities over those years on his way to becoming a Senior Wealth Advisor. Ben uses his...
Mr. Mason has been a Senior Wealth Advisor of WBH Advisory, Inc. since September 2021. Previously, Mr. Mason was a wealth manager, principal, and partner of a regional Registered...
Carrie has been an investment adviser representative of WBH Advisory, Inc. since September 2021. She has worked with clients in the wealth management industry for over 15 years...
John has been with WBH Advisory since 1993. One of the many duties he performs for the firm is managing client’s fixed income portfolios. John is a graduate of The Johns Hopkins...
Jack joined WBH Advisory in 2020 as a Wealth Advisor. Jack was formerly a managing director and client advisor for a local investment advisory firm. Prior to that role, Jack spent...
George joined WBH Advisory as a Wealth Advisor in 2021. George truly enjoys working together with clients to define, plan for, and accomplish their personal planning objectives. ...
Conor Renn joined WBH Advisory as a Portfolio Analyst and Trader in 2022, bringing his experience with trading and investment analysis to the WBH team. Conor graduated Cum Laude...
Joel joined WBH Advisory in 2023, after previously working in financial planning and investment research roles. Joel believes that broad-based financial planning can improve...
Jeff joined WBH as Director of Operations in 2023. He enjoys solving strategic and operational issues by navigating the complex regulatory environment, technological landscape...
Carol has been with WBH Advisory since its inception in 1987. She is an Investment Advisor Representative who holds a Bachelors of Arts Degree in Economics and Accounting from the...
Ivy joined WBH Advisory in 2018 after more than five years at T. Rowe Price and Associates, an internationally recognized asset management firm in the Baltimore area. Ivy’s...
Anne joined WBH Advisory in 2013 and plays a critical role in the back-office functioning of our firm. She ensures that all client documentation and processing is handled in a...
Greg joined WBH Advisory in 2016. For the 20 preceding years, Greg was the owner and president of Metropolitan Financial Group, Inc., an investment advisory firm located in Chevy...
