- Amy Weyman
- Maureen Porter
Amy Weyman – Office Manager
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.
Amy can be reached at firstname.lastname@example.org or 240-206-6348.
Maureen Porter – Office Administrator
Maureen comes to our firm after working for 12 years at a mutual fund company. She brings a wealth of operations experience to assist with opening and servicing accounts. Maureen lives in Maryland with her husband and three children.
Maureen can be reached at email@example.com or 240-252-5236.