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Our Team
Get to know the financial professionals eager to welcome you into our office - and the retirement you've always envisioned.
Jason LaBarge
Financial Advisor
Works with clients to create a financial plan to preserve their wealth and help provide confidence for their future now and into retirement
Hometown: Rapid City, SD
Favorite Past Time: Collecting rare books
Can't Live Without: Vanilla Latte Starbucks Coffee
Trivia: I was the drummer in a band in high school called Press the Minuteman
Jessie Ringle
Chief Operations Officer
Supervises operations of each department while also managing the staff and office building
Hometown: Annapolis, MD
Favorite Past Time: Weekends at the beach with my girlfriends
Can't Live Without: Music, especially the Beatles and '90s music
Trivia: I was the pitcher on my travel softball team when we placed 3rd in Nationals
Alyssa Obrebski
Director of Client Accounts
Manages and processes new business and servicing client accounts. Assists in death claim processing and employer plan rollovers
Hometown: Bowie, MD
Favorite Past Time: Going to Broadway musicals with my grandmother
Can't Live Without: Coffee and Dayplanner
Trivia: I watch Jeopardy every night with my family
Lily Reddish
Client Service Specialist
Processes new business and client service requests, and meets with clients to claim Social Security benefits and rollovers of employer sponsor plans
Hometown: Arnold, MD
Favorite Past Time: Working out and Netflix
Can't Live Without: Music and the beach
Trivia: I placed 11th in the country in high school for my equestrian division
Amanda Copanzzi
Marketing & Events Coordinator
Coordinates all events and seminars. Creates marketing materials for print and digital.
Hometown: Glen Burnie, MD
Favorite Past Time: Parties with family
Can't Live Without: The beach and my loved ones
Trivia: I only have one more island left to visit from the song "Kokomo" by the Beach Boys
Joan Morse
HR Specialist
Help guide employees through human resource procedures and answer questions about the organization's policies. Administrator of benefits and payroll.
Hometown: Odenton, MD
Favorite Past Time: Playing Pickleball
Can't Live Without: Hugs from my 10 grandkids
Trivia: When I was young, I was good at walking on my hands
Erin Wingender
Client Service Specialist
Processes new business and helps with servicing client accounts
Hometown: Glen Burnie, MD
Favorite Past Time: Going to concerts
Can't Live Without: Cats
Trivia: In 2016, I was a semi-finalist in a dancing audition for NBC's Hairspray Live
Katie Vay
Client Service Specialist
Processes new business and helps with servicing client accounts.
Hometown: Glen Burnie, MD
Favorite Past Time: Reading/Thrifting
Can't Live Without: Chocolate/My dogs Riley and Dakota
Trivia: At 3 years old, I learned how to operate a VCR so I could watch Disney movies from separate rooms simultaneously
Tiffany Boggs
Executive Assistant
Prepares for all meetings, manages phone calls and Jason's calendar
Hometown: Annapolis, MD
Favorite Past Time: Jet skiing and being on the water
Can't Live Without: My kids
Trivia: I have lived in 5 states
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Alyssa Garofalo
Executive Assistant
Prepares for all meetings, manages phone calls and Jason's calendar
Hometown: Pasadena, MD
Favorite Past Time: Traveling
Can't Live Without: My Family & Peanut Butter
Trivia: I have been to Walt Disney World over a dozen times
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