- Jen Brill
- Amy Weyman
Jennifer Brill – Office Manager
Jen works closely with Steve and Dave and oversees the day to day operations of our office. Jen manages our review process and will ensure that we meet to regularly review your financial plan.
Jen also monitors all of the various compliance and licensing issues to keep us in good standing with the multiple agencies that regulate the financial industry. Jen lives in Maryland with her husband Greg and her four sons – Charlie, Owen, Henry and Andrew.
Amy Weyman – Office Assistant
Amy will most likely be one of your first contacts from our office. She works with Dave to coordinate the seminars and to ensure you are registered.
Amy schedules all of our meetings and will help you navigate the paperwork required for new accounts. Amy is also our Long Term Care specialist, working closely with Dave to manage the application process. Amy lives in Maryland with her husband Greg and her twins Jake and Maddie.