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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

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Brandy G

Series 63, Series 65

Elbert, CO

LPL Financial

Brandy Goodnow is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2017, she worked at Voya Financial and Voya Financial Partners, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Kristina M

Series 63, Series 66

Elbert, CO

T. Rowe Price Advisory Services, Inc.

Kristina Meisner is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Her prior roles include positions at USAA Investment Management Company and various financial and retail firms. T. Rowe Price Advisory Services, Inc. is an enterprise firm with over 400 advisors, providing investment advisory services across a broad range of clients.

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