Advisors at this firm
Kevin W
CFP®, Series 65
Annapolis, MD
Ballast Financial Advisors, LLC
Kevin Wrenn is a CFP® with 10 years of industry experience, currently serving as an advisor at Ballast Financial Advisors, LLC. Prior to joining Ballast in 2020, he worked at Anchor Capital Management LLC from 2015 to 2021. Outside of his advisory role, he is an assistant high school basketball coach with Anne Arundel County Public Schools. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, trusts, pension plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical methods and may use third-party money managers, managing portfolios on both discretionary and non-discretionary bases.
Daniel M
CFP®, Series 63, Series 66
West Chester, PA
Ballast Financial Advisors, LLC
Daniel Mchugh is a CFP® with 30 years of industry experience, currently serving at Ballast Financial Advisors, LLC. His prior roles include positions at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Origin Financial. Outside of his advisory work, he serves as a director on the board of the Media Rugby Football Club. Ballast Financial Advisors, LLC provides asset management, financial planning, and retirement plan consulting to individual and high-net-worth clients, trusts, pension/profit-sharing plans, and corporate clients. The firm employs a variety of analytical methods and may use third-party money managers, offering both discretionary and non-discretionary portfolio management.
Daniel E
CFP®, Series 65
West Chester, PA
Ballast Financial Advisors, LLC
Daniel Elser is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Ballast Financial Advisors, LLC since 2019 and previously held roles at Ameriprise Financial and Keystone State Insurance. Outside of his advisory role, he is involved in personal home and auto insurance sales. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, and retirement plan consulting using a range of investment strategies and analytical methods tailored to each client.
Joseph B
CFP®, Series 66
Georgetown, DE
Ballast Financial Advisors, LLC
Joseph Baker is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Ballast Financial Advisors, LLC, where he has worked since 2019 and serves as Managing Member and Chief Compliance Officer. His prior experience includes roles at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Origin Financial. Baker is also the owner of a CPA firm, Ballast & Associates, LLC, which provides tax advisory services. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, as well as trusts, pension/profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, and retirement plan consulting, employing a range of analytical methods and occasionally third-party managers to implement individualized portfolios.
Mark M
CFP®, Series 65
Georgetown, DE
Ballast Financial Advisors, LLC
Mark May is a CFP® with two years of industry experience, currently serving as a financial advisor at Ballast Financial Advisors, LLC. His prior experience includes roles at JP Morgan Chase & Co. and various positions outside finance. He serves on the board of directors for People's Place, a nonprofit addressing social and mental health needs in Delaware. Ballast Financial Advisors, LLC serves individual and high-net-worth clients as well as trusts, pension/profit-sharing plans, and corporate clients. The firm offers asset management, standalone financial planning, and retirement plan consulting, employing a mix of analytical methods and occasionally using third-party money managers to implement client strategies.
