Contact Us

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

Phone: 410-494-6820
Email Jim
Sarah R. Telljohann, CFP® ChFC®
Vice President-Investment Officer

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.