Our Team

Mark Timmick, CRPC®, AIF ®
Retirement Planner

Mark is a retirement planning specialist and Investment Advisor Representative who works intimately with clients to develop plans and investment programs that lead to successful retirement outcomes. His prior work experience includes positions with T. Rowe Price, Fannie Mae, Thompson-Reuters, Path Capital Management and Marriott Corporation. Mark is a frequent public speaker on retirement financial planning, has written regular columns for local newspapers, and he wrote his own comprehensive thesis on Wealth Management and Investing for Retirement. Mark’s personal mission is to make a meaningful difference in the lives of those he is called to serve.

 FINRA’s BrokerCheck.

PROFESSIONAL QUALIFICATIONS:

• Chartered Retirement Planning Consultant (CRPC®)
• Accredited Investment Fiduciary (AIF®)
• Registered Investment Advisor (IAR) Representative
• FINRA Series 6, 62, 63 & 65 Licenses
• Life, Health & Long-Term Care Insurance Licensed
• Member, Financial Planning Association
• Past President, Society for Financial Awareness, Howard County Maryland Chapter

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Gail Timmick
Office Manager

Gail runs our office and keeps all the parts organized and moving seamlessly. She is also our key relationship manager who makes sure our clients are informed and served well in all areas.

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Kaye Stallings
Client Services Associate

Kaye handles all our operational and client service activities and is often the first point of contact for clients. She is always ready, willing and able to assist in any way she can.

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Brian Timmick
Administrative Assistant

Brian provides administrative support for various operational activities in the office.