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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Team Members

Linda Greene - Client Services Associate

Linda joined our office in January 2009.  She has extensive experience in the financial and mortgage services industries, having served as a licensed advisor assistant for over 10 years and as a mortgage loan processor for over 7 years prior to joining our office.  In addition to supporting advisors in performing client account setup and maintenance tasks, Linda has spearheaded the establishment of our office operations procedures and our best practices improvements team.





Keith Watson - Financial Consultant

Keith has over 20 years of experience in the financial services industry and has deep ties to the local community through his commitment of over 25 years in coaching high school wrestling.  He is a member of the Maryland Chapter of the National Wrestling Hall of Fame.  His commitment to the financial well being of his clients is similar in that he employs a coaching style and encourages financial disciplines in helping his clients make progress toward their financial goals and objectives.






Pat Fisher - Client Services Associate / Marketing Consultant

Pat offered over 20 years of marketing and strategic planning experience from the telecommunications industry when she began consulting for our office back in 2005.  She is the author of two books on the subjects of marketing and strategic planning.  Pat also helps to maintain our office files, client communications, and client account documentation through our digital recordkeeping system.







Julian Brown - Insurance Consultant

Julian is a graduate of Our Lady of Mount Carmel School and a 2018 degree candidate from the College of Business and Economics at Towson University majoring in Economics.  He holds licenses to offer life, health, and annuity products as a resident agent through the Maryland Insurance Administration.  Julian specializes in helping clients establish personalized insurance plans by reviewing their current coverages and making recommendations for their consideration.  Julian demonstrates his commitment to the community through his involvement in the Mentoring Program at Edgewood Elementary School in Harford County Maryland.