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Creating Balance Through a Long-Term Partnership
Rosemarie has been meeting her clients’ financial planning needs for over 30 years. She has been described by her clients as a skilled professional who is always proactive and serving their best interests. Client’s value her...
As a Maryland resident for the past 25 years Andrew has worked as a local advocate for his clients. He has fostered long-term relationships with his clients and has been there every step of the way throughout their unique journeys....
Rob has spent the last 18 years working with clients to specifically tailor a financial plan that helps them to achieve their financial success. Rob currently holds both the Series 7 and 66 securities registrations through Woodbury...
Pete Berneburg has over two decades of experience in the investment industry spanning roles that include bank teller, investment customer service representative, investment product manager, and wealth manager/financial planner. This...
Brittany is Woodbury Financial - Bethesda’s Operations Manager. She is responsible for all critical business activities of the practice, including ensuring team compliance and successful audit preparation.Brittany has 10 years of...