President
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...
Senior Wealth Advisor
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...
Wealth Advisor
Ben joined WBH Advisory in 2009 and has served the firm and its clients in several capacities over the past ten years. Ben uses his experience and training to help clients make...
Wealth Advisor
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...
Wealth Advisor
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...
Office Manager
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...
Administrative Associate
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...
Operations Associate
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...
Senior Wealth Advisor
Dan founded Wagner Capital Management, now known as WBH Advisory, Inc., in 1986. Dan is a graduate of both the Johns Hopkins University and the University of Maryland, School of...
Senior Wealth Advisor
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...