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Assistant Vice President
Bri has served Frederick County as a member of the financial services industry since 2013. She holds her FINRA Series 7, 66, and Life & Health Insurance licenses. Her primary focuses include financial planning, life insurance and long term care planning, investment management, and retirement planning. In the local community, Bri is an active member of her church and the Frederick County Chamber of Commerce. In her spare time, Bri enjoys the culinary arts, running, traveling, and spending time with her family.
Tim has over 11 years of Investment experience and is a lifelong resident of Carroll County Maryland. Tim has been involved with the Taneytown Chamber of Commerce and Westminster Kiwanis Club. He enjoys spending time with his wife and 2 sons, coaching, golfing, fishing and riding his motorcycles.
Matt’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. He works with clients to identify their definitions of financial security and then focuses on solutions that can help make those financial goals a reality.
Check the background of this investment professional on FINRA’s BrokerCheck
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com
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Securities and Insurance Products are: NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT ENTITY