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Our Team

Courtney Kimp Jr.

Courtney Kimp Jr.

Planning & Client Service Associate

301-296-6286

301-296-6276

Steven Holten

Steven Holten

Investment & Client Service Associate

301-296-6291

301-296-6276

Lexie May

Lexie May

Regional Support Lead

301.296.6280

301.296.6276

Robert E. Appel

Robert E. Appel, J.D.*, LL.M., MBA

National Design/Advanced Planning Attorney

301.296.6285

Timothy S. Johnson

Timothy S. Johnson, J.D.*

Chief Investment Strategist

301.296.6285

Dianna Parker

Dianna Parker, CFP®

Director of Financial Planning

301.296.6285