PROFESSIONAL PROFILE

David R. Stack

Dave has worked as a Financial Advisor since 1988. He currently heads our team's syndicate operations and has extensive experience in creating financial solutions that focus on risk management and tax efficiency.


David B. Miller

Dave joined the financial services industry in 1989. He is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Dave emphasizes in-depth solutions and works with our professional athlete and entertainment clientele.


Michael M. Stack

Mike, who is a Certified Financial Planner™, specializes in developing diverse investment strategies. He also works on designing retirement and financial solutions for our clients that allow them to confidently achieve their goals while avoiding unnecessary investment risk.


Matthew C. Bleach

Matt has been in the financial services industry for more than 12 years and he spent the first eight years of his career as a Certified Public Accountant. Matt concentrates on developing financial programs that include retirement planning, asset allocation and portfolio risk analysis.


Michael V. O'Connell

Michael, who is a Chartered Retirement Planning Counselor™, provides financial planning strategies and wealth management solutions to our clients with a focus on Asset Allocation and Risk Management. In addition, he is prominently involved in our new client acquisition efforts.


Harry Pegg

Harry, who is a Chartered Retirement Planning Counselor™, focuses on providing our clients with retirement and financial solutions utilizing Monte Carlo simulations to build, protect, and preserve wealth.


Barbara Sharp-Spodak

Barbara works to provide in-depth wealth management strategies to our high net worth individuals, families, and foundations. She graduated from Loyola College in 1993 and holds a Masters Degree in Business Administration.

Michele A. McAllister

Michele has been in the financial industry for more than 10 years. She received her Series 7 & 63 registrations in October of 2000. She focuses in the areas of Cashless Stock Option Exercise/Stock Purchase Program, asset allocation, portfolio review, and all aspects of the client service and administrative duties for the team.


Dottie Bitter

Dottie is a native Baltimorean and has worked in the financial services industry for more than 20 years. Prior to joining the team, she was the Operations Manager for 17 years at Prudential Securities. Dottie handles all aspects of client service and administrative duties.