7210 Corporate Court, Suite A, Frederick, MD 21703
Chief Operating Officer / CCO
alex@tpfinancial.com
Tax Assistant
beth@tpfinancial.com
CFO
brandon@tpfinancial.com
Director of Business Development & Financial Advisor
brennan@tpfinancial.com
Chief Business Development Officer
cody@tpfinancial.com
Operations Associate
diana@tpfinancial.com
Paraplanner
elena@tpfinancial.com
Accounting Associate
greg@tpfinancial.com
Chief Investment Officer
jgood@tpfinancial.com
Sr. Financial Advisor
jason@tpfinancial.com
Financial Advisor
jeremy@tpfinancial.com
Client Service Manager
jessica@tpfinancial.com
Director of Financial Planning
john@tpfinancial.com
Founder & President
kathy@tpfinancial.com
Client Service Associate
kelsey@tpfinancial.com
kurt@tpfinancial.com
Senior Tax Advisor
larry@tpfinancial.com
michelle@tpfinancial.com
mwindsor@tpfinancial.com
Administrative Associate
nancy@tpfinancial.com
Co-Founder & Sr. Financial Advisor
tom@tpfinancial.com
Founder, William Dove CPA, LLC.
will@tpfinancial.com
Paraplanner | Insurance Advisor
Client Relationship Coordinator | Executive Assistant
kgood@tpfinancial.com
COO, Wealth Development Council & Fullstack Developer
mgood@tpfinancial.com
