Growing up as the son of a Baltimore County bricklayer, Gary learned lifelong lessons about money at an early age. His family’s frequent financial struggles (deepening with the death of Gary’s mother when he was just eight years old) forced them to periodically rely on welfare, with little or no extra cash for emergencies. It was an experience that instilled a profound belief in the values of hard work, putting family first, and saving and investing for a more secure future—values that ultimately shaped his career.

Gary attended Towson University and graduated with a BS in business administration with a concentration in finance. He quickly realized that, as a financial advisor, he could help others avoid mistakes and achieve financial security; it's something he feels strongly about. And for the past 24 years, Gary has done just that, specializing in working with pre- and post-retirees to help them maintain an enjoyable lifestyle during their retirement years.

A lifelong learner, he has continued to hone his expertise over the years, obtaining several specialized designations including CERTIFIED FINANCIAL PLANNER^™ professional, Chartered Retirement Planning Counselor^SM, and Accredited Investment Fiduciary^®. His extensive experience has made him a highly sought-after investment commentator for news outlets such as Money Magazine, Bankrate.com, Yahoo Finance, Maryland Public Television’s Business Connection, The Business Monthly, and others as well as a regular columnist for the Baltimore Business Journal. 

To help raise money for charities dear to his heart, Gary wrote the acclaimed Amazon bestseller* The Art of Retirement (with foreward by NFL Hall of Famer Ronnie Lott). The book uses the story of Michelangelo’s incredibly long (and challenging) life and famed art as a metaphor to compare the reader’s life to a masterpiece while emphasizing the importance of creating a resilient, well-crafted portfolio. All profits from The Art of Retirement are donated to the Y in Central Maryland, Augie’s Quest, the Maryland SPCA, and the Brigance Brigade Foundation.

Gary is exceedingly active in the community and serves on numerous nonprofit boards including the Association Board of Directors of the Y in Central Maryland, the Investment Committee for Mount Saint Joseph High School Endowment and the Brigance Brigade Foundation Board of Directors.

Gary, his wife, Lee, and their three children—Abigail, Nicholas, and Emerson—live in Howard County, Maryland, along with their goldendoodle, Cali. In his spare time, Gary enjoys spending time with his family, exercising, and surfing.

Gary is proud to have been recognized as a Leaders Level advisor for 2018—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

*Ranked #62 in Retirement Planning books for 2013

Brian was born and raised in Baltimore County. At nine years old, his life changed dramatically when his mother suddenly suffered a stroke. Going from a dual to a single income household was challenging, but it equipped Brian with an insight into how life and financial situations can suddenly change. Learning independence (e.g., cooking meals, cleaning/ironing clothes, and budgeting money) at a young age led him in search of a career where he could help others.

His path became clear at Loyola University Maryland when he was accepted into the student-managed Sellinger Applied Portfolio Fund class. There, he was given the opportunity to actively manage a $500,000 grant and gain experience in asset valuation, risk management, and portfolio diversification. Brian graduated cum laude with a Bachelor of Business Administration degree in finance with a minor in information systems.

Following college, he joined T. Rowe Price as a mutual fund accountant and quickly climbed the corporate ladder to a senior fund accountant role. However, realizing his true passion is helping people achieve their financial goals, Brian chose to join Williams Asset Management as an associate financial planner in 2016. Determined and eager to further help clients meet their financial goals, Brian earned his CERTIFIED FINANCIAL PLANNER^™ (CFP^®) certification in April 2019.

Brian currently resides in the Canton neighborhood of Baltimore City with his girlfriend, Cameron. When he is not helping clients plan for their retirement, Brian likes to stay fit and active by going to the gym and playing golf on the weekends. Also, being from Baltimore, Brian enjoys sitting down with either friends or family and eating steamed crabs. If you ask him where is the best place to get crabs in the greater Baltimore area, his response would be Bird River Inn & Crab House, a quaint crab house located in Middle River.

Growing up as an only child in his family in Harford County, Tom enjoyed going out to his local golf course late on weekend afternoons to play nine holes with his dad. It was during this quality time that he learned that having a positive attitude and an even-keeled temperament can help overcome many obstacles.

After attending the College of Charleston and caddying at the Ocean Course at Kiawah Island, he returned to Maryland and enrolled in the actuarial science program at Towson University to put his aptitude for math and problem solving to good use. When Tom was in college, his father was diagnosed with multiple myeloma. In the intervening years before his father finally lost his battle with cancer, Tom saw in the overwhelming support of family and friends just how much impact one individual can have on their community. Although it was a difficult period in his life, Tom graduated with a bachelor of science in mathematics in 2010.

His desire to learn as much as possible about investments drove Tom to earn the Chartered Financial Analyst^® (CFA^®) credential. It's the most respected investment management designation in the world, requiring nearly 1,000 hours of rigorous study. Tom has also earned the CERTIFIED FINANCIAL PLANNER^™ (CFP^®) certification since joining Williams Asset Management, which will better enable him to serve our client’s comprehensive financial planning needs and help them meet their financial goals.

He currently resides in Eldersburg, Maryland, with his beautiful wife, Lauren; 12-year-old stepdaughter, Riley; toddler son, George; and infant daughter, Evelyn. The family loves to take walks with their friendly rescue dog, Athena, on the weekends and enjoys spending quality time together around the house or going out for an occasional afternoon round of golf.

Marie was born in Puerto Rico and moved to the U.S. when she was just a couple months old. She grew up in Howard County, Maryland, with her parents and two sisters. Her positive and cheerful personality and a deeply engrained strong work ethic are instrumental in helping to keep our office flowing. 

Drawing on years of experience working in fast-paced environments, including large companies such as Deloitte and Sinai Hospital, she has mastered the skill of going above-and-beyond to continually exceed expectations, ensure the accuracy and completion of even the smallest details, and deliver a truly exemplary client experience.

Marie also has a longstanding passion for art. She was honored to be awarded a certificate from the Howard County Board of Education as Art Student of the Year—a skill which has taken her far on the creative side of our business, including selecting the art and accessories for our beautifully designed conference room and third-floor offices.

In her spare time, Marie enjoys painting on weekends and spending time with her husband and 8-year-old daughter, Mya.

Matt attended Washington College where he graduated with a BA in economics. In addition to his focus on academics, Matt was a leader on the men’s Rugby team and often tutored other students in economics- and finance-related classes and was a member of the International Economics Honors Society. While his coursework set the foundation for his career in financial services, an internship at a financial advisory firm solidified his career path.

Matt’s initial introduction to the business world started with his father, an entrepreneur who formed a successful environmental service company from the ground up. However, as many successful entrepreneurs know, success often follows failure which was the path of his father. Having the ability to witness his father’s dedication, hard work and persistence through these triumphs and defeats, including times of financial challenges, helped Matt learn values that he has brought with him into the workplace.

As a Client Service Associate at Williams Asset Management, Matt plays an integral role in the financial planning process. Working with the Associate Financial Planners and Financial Advisors, he helps the team provide first-class client service and operational support.

Matt grew up in northern Baltimore County along with his twin brother, younger brother, and parents. In his free time, Matt enjoys fishing and boating, and staying fit by playing Rugby.