People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

Anitra Perry

Tax Administrative Assistant

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Anitra is a seasoned administrative assistant with 10 years’ experience in all administrative procedures including processes in the tax field. She draws on her organizational, excellent attention to detail and interpersonal skills to successfully support CPAs with tax preparation while mastering office support functions.

Anitra has earned an Accounting Certificate and Associates degree from Prince George’s Community College. She is a lifelong learner with an interest in furthering her finance career.

Anitra is a wife and mother of two daughters. She spends her spare time managing her family, traveling and enjoying leisure activities.