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.

"As part of the Financial Management Services team, I’m able to contribute to all of my client’s teams, working for their benefit. The collaboration is what I enjoy most."

Samantha Riggles, MSA

Senior Accountant

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Samantha is an integral part of our Financial Management team serving our corporate and non-profit clients. She adeptly prepares financial statements and performs a variety of accounting duties including accounts payable and payroll. Her attention to detail and problem-solving abilities ease the day-to-day financial burden from our clients so they can spend more time running their companies or having a greater impact through their non-profit activities.

Samantha earned a Bachelor of Arts in Accounting and a Master of Science in Accounting in Internal Auditing from the University of Maryland, Smith School of Business.

Now she happily juggles studying for the CPA exam, work and free time, when she likes to hike with her dog, do Pilates, or read a good book.