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.

"In my ideal world, no client would ever be surprised by the amount of their tax obligations. Proactive planning and effective communication throughout the year are my goals to keep our clients informed."

Ann Brownholtz, CPA

Senior Tax Advisor

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As a certified public accountant for more than 30 years, Ann is an expert tax professional and is proficient on the tax code and all its ramifications. She advises clients and specializes in preparing complex returns for individuals, trusts, real estate and all other partnerships. She has been known to say that everyone has a ‘burning tax question’ and is well-equipped to offer an answer based on their specific situation. Ann’s depth of knowledge, experience and expertise in tax planning, preparation and review is an invaluable asset to her clients. She enjoys being a mentor and advocate for younger employees and those just starting out in their careers. Ann also serves on our Her Wealth® Executive Committee and advises our Her Wealth® Advisory Board.

Previously, Ann served as a Principal and Senior Tax Advisor at Bridgewater Wealth & Financial Management, where she worked for over 30 years prior to the firm merging with The Colony Group.

Ann earned a Bachelor of Science in Business from the University of Maryland. She earned her CPA in 1981.

Married with four children, Ann genuinely enjoys the level of engagement, fast pace and adrenaline that’s freely on tap during tax season.