Charles Benway CFP®, CPA Charlie Benway, the firm’s principal, is an Annapolis graduate and has an MBA in Finance from the NYU Stern School of Business. He is a CPA ...
Jay McNeill CPA, CFP®, EA Jay McNeill has a BBA in finance from the Ross School of Business at the University of Michigan, and an MBA in accounting from the ...
Leo Cunningham CFP®, EA Leo Cunningham is an Air Force Academy graduate and has an MBA from Midwestern State University. He is a Certified Financial Planner® certificant and an Enrolled ...
Dianna Silverman Office Manager Dianna Silverman, our Office Manager, is a graduate of New York Institute of Technology with a B.S. Degree in Business. Her prior experience was in Human ...