Leadership
Joe Brusak
Financial Advisor, CPA
Joe is a graduate from Loyola University with an B.A. in accounting and University of Baltimore with a Masters in Taxation. He is a licensed Certified Public Accountant (CPA) in Maryland. Joe also holds a series 7, 66, and life and health insurance licenses. Joe has worked with everything from small “Ma & Pa” businesses to fortune 500 companies.
Check me out on BrokerCheck.
Our Team
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Lauren
ACCOUNTANT
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Lisa
ENROLLED AGENT
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Lindsey
ADMINISTRATIVE ASSISTANT
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Laura
ADMINISTRATIVE ASSISTANT
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Mike
FINANCIAL ASSISTANT