Broker Check
James Lee

James M. Lee, ChFC®

Sr. Financial Services Executive, Investment Advisor Representative, Financial Planner

(443) 492-6587

(443) 492-6707

Michael Achatz,

Michael Achatz, ChFC®

Sr. Financial Services Executive, Investment Advisor Representative, Financial Planner

(443) 492-6554

(443) 492-6707

William Stanik

William Stanik - LUTCF

Investment Advisor Representative

(443) 492-6603

(443) 492-6707

Diane Paul

Diane Paul

Operations Manager

(443) 492-6594

(443) 492-6707

Andrea Guinther

Andrea Guinther

Executive Assistant

(443) 492-6567

(443) 492-6707

Warren Brockett, CRPC®

Warren Brockett, CRPC®

Investment Advisor Representative, Financial Planner

(443) 492-6623

(443) 492-6707