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
Prior to joining WBH Advisory in 2000, Bob worked for a financial and accounting consulting firm where he performed financial valuations on various privately held businesses as...
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...
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...