Contact Us

James J. Pomfret, ChFC®, CLU®, AIF®
Managing Director - Investment Officer

Phone: 410-494-6820
Email Jim   

Michelle Harf-Grim, CRPC®
Vice President - Investment Officer

Phone: 410-494-6870
Email Michelle 

Sarah R. Telljohann, CFP® ChFC®
Financial Advisor

Phone: 410-494-6822
Email Sarah 

Refer a Friend

If someone is important to you, then they are important to us.

We recognize the importance of having a trusted guide who can provide sound financial advice even in the most complex circumstances. If you have a friend or family member who has questions or needs assistance, we are happy to meet with them to answer their questions and determine if there is a mutual fit for an ongoing advisory relationship.