JOSH P. WESZKA, AIF®

Partner

Section

FOCUS

The space between business success and personal financial success is where Josh prefers to be, helping clients navigate the path to corporate sustainability and financial independence. His approach is consultative and holistic, following the firm’s planning methodology for corporate clients and positioning himself as an ally, rather than an adversary, on the road to success. His ability to connect on the corporate level and dissect the effects of business decision-making on owners and key stakeholders has made him a valued resource to closely held businesses throughout the community.

The biggest challenge of running a business is not the hard decisions that need to be made day to day – it’s bridging the gap between business success and increasing personal net worth over time.

AFFILIATIONS

  • Howard Tech Council Advisory Board
  • Howard County Economic Development Authority
  • Howard County Chamber of Commerce
  • Leadership Howard County
  • Early College Network Security Advisory Board
  • AFCEA Central Maryland
  • Chesapeake Regional Tech Council

BACKGROUND

  • Accredited Investment Fiduciary®
  • FINRA Series 7, 6, and 66 Registrations
  • B.A., McDaniel College
  • Check the background of Josh Weszka on FINRA’s BrokerCheck

Section

FOCUS

Jason is the point man responsible for the firm’s deep roots and unwavering commitment to community engagement. With his dedication to professional collaboration, it’s no surprise that he’s one of the best-known executives in business organizations across central Maryland. Jason has a natural gift for forging strong relationships – with both corporate and private clients – and developing cohesive opportunities for mutual growth.

We have been and always will be committed to developing life-long relationships with our clients. It’s how we measure success.

AFFILIATIONS

  • Howard Tech Council
  • Howard County Economic Development Authority
  • Howard County Chamber of Commerce
  • AFCEA Central Maryland
  • Chesapeake Regional Tech Council

BACKGROUND

  • FINRA Series 6 Registration
  • B.S., Mount St. Mary’s University
  • Check the background of Jason Weszka on FINRA’s BrokerCheck

JORDAN HUCHT, CFP®, ChFC®

Partner

Section

FOCUS

As the lead financial planner and architect of the firm’s financial planning methodology, Jordan takes a client-centric and goals-oriented approach to his work. Known for his attention to detail and creativity, Jordan’s objective is to develop strategies that produce the highest probability of success in achieving client goals. Though technically skilled and undeniably thorough in his work, you’ll appreciate his plain-English, no-nonsense approach.

Success is about the ability of clients to achieve their financial goals – it’s much more than just comparison against a capital market benchmark.

AFFILIATIONS

  • Howard Tech Council
  • Howard County Economic Development Authority
  • Howard County Chamber of Commerce
  • Leadership Howard County
  • AFCEA Central Maryland
  • Chesapeake Regional Tech Council

BACKGROUND

  • Certified Financial Planner™ Practitioner
  • Chartered Financial Consultant®
  • FINRA Series 6, 62, and 65 Registrations
  • B.A., Salisbury University
  • Check the background of Jordan Hucht on FINRA’s BrokerCheck

ERIC METZMAN, CLU®, CLTC

Partner

Section

FOCUS

Eric’s long, productive career is best characterized by lifetime client relationships. His unwavering commitment to be there for his clients through the ups and downs in their business and life makes him unique. A day never goes by without helping advise his clients on life and business matters both large and small. What may happen In the future is always unknown, but his clients know their course setting is true.

The measure of success with our clients is financial independence that allows a work-life balance. This truly defines the very best outcome for our clients.

AFFILIATIONS

  • Maryland/Israel Development Center
  • Rock Out Cancer Advisory Board
  • Howard Tech Council
  • Howard County Economic Development Authority
  • Howard County Chamber of Commerce

BACKGROUND

  • Chartered Life Underwriter®
  • Certified in Long-Term Care
  • FINRA Series 6, 63, and 65 Registrations
  • B.A., University of Maryland
  • Check the background of Eric Metzman on FINRA’s BrokerCheck