- Amy Weyman
- Jennifer Brill
Amy Weyman – Director of Operations
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.
Jennifer Brill – Director of Business Development/Client Relations
Jen works closely with Steve and Dave to promote our firm and grow our offerings. She will be your contact for day-to-day questions or service requests. Jen is our in-house tech expert who will help you get setup with all of the portals and sites to keep up to date with your investments. Jen lives in Maryland with her husband and four sons.
Jen can be reached at email@example.com or 240-252-5236.
Amy and Jen collaborate closely to support our clients, so please feel free to reach out to either of them with any questions!