Meet Your Team
Laurie Kramer, CFP® – Program Manager
Jason Cohen, CFP®, CIMA® – Serving Damascus, Germantown, & Lisbon
Brian Oettinger, CFP®, CIMA® – Serving Rockville, Burtonsville, Silver Spring, & Fulton
Beau Mercer,CFP®,CDFA™ – Serving Olney, Ashton, & Sandy Spring
Sharon Fall, CFP® – Serving Clarksville, Odenton, & Millersville
Jordan Kraus, CFP® – Serving Gaithersburg, Airpark, Asbury & Montgomery Village
Todd Feldman,CFP® – Serving Rockville, Bethesda, & Potomac
Brita Jones, ChFC® – Serving Colesville, Layhill, & Laurel
Susan Degen – Serving Edgewater, Pasadena, Glen Burnie & Annapolis
Chris Miller – Serving Frederick & Mt. Airy
Our advisors are happy to meet with you throughout our region.
What is a CFP®?
Individuals certified by the Certified Financial Planner Board of Standards Inc. (CFP Board) have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.
What is a CIMA®?
CIMA® is a registered certification mark and Certified Investment Management Consultant™ is a service mark of the Investment Management Consultants Association, Inc. and denotes the highest quality of standard and education for financial professionals.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit
Securities and advisory services are offered through, and Financial Advisors and Consultants are registered with, LPL Financial, a registered investment advisor, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed afﬁliates. Sandy Spring Wealth Management and Sandy Spring Bank are not registered broker/dealers and not afﬁliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and /or transact securities business with residents of the following states: AR, AZ , CA, CO, CT, DC, DE, FL, GA, IA, IN, LA, MA, MD, ME, MI, MN, MO, MT,NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV.