Our Team

Throughout her career of more than 25 years, Martha has focused on bringing confidence, clarity, and comprehensive investment insights to her clients. She employs goal-based and solution-centered wealth management strategies to create customized plans that can help clients achieve their financial goals. She takes pride in building meaningful, long-term relationships with clients who value collaboration, strategy, and investment guidance that can help clients preserve their wealth and plan their legacy.

Martha believes in designing investment portfolios that revolve around her clients’ goals and values. She is committed to understanding the intricacies of her clients’ financial lives, responsibilities, risk tolerances, concerns, and past experiences so that she can offer solutions that help guide them through their financial journey.

She works with successful individuals and families of all ages and stages in life. Many of her clients have dynamic and complex financial needs that she can offer insight into. Martha regularly interacts with the attorneys and CPAs of her clients to help ensure that a comprehensive plan is employed by all the clients’ professional advisors. Martha considers it a privilege to be a part of her clients’ lives in crisis and celebration alike and is passionate about having a positive impact on their finances, families, and futures.

Martha lives with her husband, Scott, in Bethesda, Maryland, where she was born and raised. She has two adult daughters and two beloved dogs. A believer in the importance of giving back to her community, she is actively involved with organizations that serve women and focus on financial education and empowerment.

Nancy has been in the financial industry for nearly a decade. She is passionate about helping clients plan for and achieve their financial goals. She takes pride in the strong relationships that she develops with clients and the reassurance she can provide through the simplification of administrative tasks. Nancy enjoys traveling and spending time with her family. She and her husband, Cristian, live in Beltsville, Maryland.