Leadership

President

Frost Law
410.497.5947

President Elect/Vice President

Rosenberg Martin Greenberg, LLP
410-727-6600

Programs

Windward Financial
443-924-7291

Secretary

HeimLantz, PC
410-841-5575

Immediate Past President

Liff, Walsh,and Simmons LLP
410-266-9500

Executive Committee

PNC Wealth Management
410-237-5398

Executive Committee

Bay Point Wealth Management

Executive Committee

MORGAN STANLEY WEALTH MANAGEMENT
410-295-5847

Executive Committee

RBC Wealth Management
410.573.6723

Executive Committee

Vintage Financial Partners
240.558.9001

Executive Committee

Sandy Spring Trust
(410) 266-3000 ext 6798

Executive Committee

Vallit Advisors
443-482-9500

Executive Committee

White Oak Wealth Management, LLC
410-480-7148

Executive Committee

Fidelity Investments
410.934.8700

Director Emeritus

Business and Estate Planning Consultants
410.263.0900

Director Emeritus

Karen M. Whaley, CPA
410-934-8700

Director Emeritus

The Wright Firm
410-224-7800