Get to Know Us - Turning Point Financial

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We’ve Got Your Back

Our goal is to help deliver clarity and certainty around your journey. We do this by helping you plan for the expected and the unexpected turning points in your life, whatever that might be:

planning for a child’s education
considering a change in employment status or job
facing your finances after the separation or loss of a spouse
maximizing your resources so you use your money properly
the best way to build or sell your business

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For 25 years we have been tackling challenges and helping people save, grow and protect what they’ve worked so hard for. When you work with Turning Point, you’ll get a team of experienced financial professionals who speak plainly and act as fiduciaries (we always work for your best interest). Also, our fees and charges are fully transparent – our policy is to avoid unnecessary commissions and transaction fees.

Meet the Team

Kathy Troxell, FSS, LUTCF

President

Tom Pignone

Co-Founder & Financial Advisor

Alexandra Stickelman

Chief Compliance Officer

John Krupa CFP®, AIF®

Director of Financial Services

Brandon Layo, CPA, CVA

Director of Accounting Services

Brennan Gmeiner, AIF®, CLTC®, WMS®

Financial Advisor

Jeremy Veres, CFP®, AIF®

Financial Advisor

Jason Topper, AIF®,CDFA®, CRPC®

Financial Advisor

Kurt Lalomia, CFP®, ChFEBC®

Financial Advisor

Elena Miller, RICP

Paraplanner

Diana Puschell

Operations Associate

Maggie Thomas

Sales & Marketing Coordinator

Nancy Floria

Administrative Associate

Kim McCarthy

Registered Client Service Associate

Turning Point Financial (“RIA Firm”) is a registered investment adviser located in Frederick, MD. Turning Point Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Turning Point Financial’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Turning Point Financial’s web site on the Internet should not be construed by any consumer and/or prospective client as Turning Point Financial’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Turning Point Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Turning Point Financial, please contact the state securities regulators for those states in which Turning Point Financial maintains a registration filing. A copy of Turning Point Financial’s current written disclosure statement discussing Turning Point Financial’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Turning Point Financial upon written request. Turning Point Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Turning Point Financial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Turning Point Financial and individually licensed and appointed insurance agents.