Hi, I’m Matt. My job as a financial planner is to make your life simpler. To help you efficiently and effectively narrow down your options, so you can make the right decisions. And be confident in those decisions for the long-term. Financial planning and investment management are often muddied by unnecessary complexity (usually in an effort to sell you something). It doesn’t need to be this way. I began my career in the financial services industry in 2003 as an analyst with the due diligence law firm Snyder Kearney, LLC (Columbia, MD). At Snyder Kearney, I reviewed public and private securities offerings and evaluated national securities sponsoring companies, focusing on real estate investments and non-traditional investment products. It was there that I realized that I wanted to know more about the practice of law and a lot more about the pretty co-worker in the cubicle next to me, Sylvie. I earned my law degree in 2007 from the University of Baltimore School of Law and married Sylvie in 2008; further proof that education and personal relationships are the investments that produce the best returns. After law school, I practiced law with the firm David Albert & Associates, LLC (Bethesda, MD), focusing in estate planning and administration, guardianship administration, taxation of estates and trusts, and business formations. There, I recognized that helping clients through complicated and often stressful issues was intellectually stimulating and emotionally fulfilling. In 2010, I opened Patuxent Financial Partners, LLC, registered as an Investment Adviser with the State of Maryland in 2017. Here, I leverage my legal background to provide clients with value-added insight in the overlapping areas of estate and financial planning. More importantly, as a personal financial planner and small business owner, I can build lasting relationships with clients and their families; these connections make my work fulfilling, because client success becomes intertwined with my own. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and hold the FINRA Series 65 securities registration. Raised in Columbia, Maryland, I graduated from McDaniel College with a bachelor's degree in English. Outside of the office, I enjoy running, reading, and hiking with my wife, son, and our mutt hound, Kodi.

Who We Serve We specialize in working with: 🔹 Planning for Retirement – You’ve worked hard to build your wealth, and now it’s time to make it last. We help you create a sustainable retirement income plan, optimize Social Security, and minimize taxes so you can retire with confidence. 🔹 Families & Professionals – You’re juggling a career, kids, and big financial decisions. We help you manage cash flow, invest wisely, navigate stock compensation, and save for major goals—without sacrificing the present. What We Do We offer fee-only, advice-only financial planning, meaning we don’t sell products or earn commissions. Instead, we provide: ✅ Comprehensive Financial Planning – A tailored, big-picture approach to your finances ✅ Retirement & Investment Strategies – Helping you build and protect long-term wealth ✅ One-Time & Ongoing Planning – Choose the level of guidance that fits your needs ✅ Tax-Efficient Strategies – Smart planning to minimize taxes now and in the future ✅ Stock Compensation & Equity Planning – Guidance on RSUs, ISOs, ESPP, and more Why Work With Us? 🔹 No Sales. No Commissions. Just Advice. Our only priority is your financial success. 🔹 Complex Topics, Simplified. We break down financial concepts into clear, actionable steps. 🔹 A Personalized Approach. Every client’s situation is unique—we provide guidance tailored to you. 🔹 Fiduciary, Fee-Only. We always act in your best interest, with complete transparency.

Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in North Bethesda, MD. He holds the Certified Financial Planner® (CFP®) designation and earned a Bachelor of Science in Business Administration with an emphasis in Finance at the Catholic University of America. Patrick has a strong focus on his clients’ overall financial wellbeing and recognizes that money is only a tool to help achieve the vision each person has for their life. He focuses on providing a very deep level of service balanced with simplicity to provide each client with greater peace of mind around their finances. Patrick and his wife, Kate, have four boys ranging from elementary school through high school. He coaches various youth sports teams and is an active volunteer at his children’s schools. Patrick is active in the financial planning community and is a member of XY Planning Network and the National Association of Personal Financial Advisors (NAPFA).

Hi, I’m Liz and I’m a fee-only financial planner. I started Primas Financial Planning to help individuals make financial decisions they feel good about and be confident that those choices will prepare them for the future. As the first in my family to graduate from college, I had to navigate a lot of firsts out of necessity, not choice. Like most of my clients, I didn’t learn about personal finance in school, and I’ve had to make decisions based on the information that was available to me. I’ve been fortunate to have accumulated knowledge through various sources. Some of my financial planning knowledge comes from school and work but a lot of lessons were learned from friends, family, my military community, and by making many, many mistakes. I recognize that not everyone is fortunate enough to have this wealth of knowledge at their fingertips and my goal with Primas FP is to help others have the same financial security and peace of mind. I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Financial Counselor and Enrolled Agent. I’ve been working with clients for over 16 years helping them achieve their goals and build their wealth. First and foremost, I’m a fiduciary which means I’ll always put your interests first. I’ve lived in 9 states and 4 countries and I’ll be joining you virtually from Maryland, but I work with clients all over the United States. When I’m not listening to financial planning podcasts and delighting my husband and daughters with tax lectures, you can find me hiking, kickboxing, trying not kill the plants in my garden and volunteering in my community. I'm looking forward to hearing your life's story. Let's meet!

Mike focuses his energy into helping clients navigate all of their financial needs. His experience includes a stint on the floor of the New York Stock Exchange, a career focused on investments at Brown Advisory and insurance at Securian Financial. During these experiences, he learned that a balanced approach and strategic financial planning is what can help clients achieve their goals. When not talking to clients or researching the next great opportunity for them, Mike & his wife enjoy quiet city living and relaxing whenever their new daughter allows. He loves playing soccer, lacrosse, golf, basketball… and really any sport. When he’s not meeting friends or family at the movies or the local watering hole, you can normally find him reading something very nerdy, like science fiction or financial science.

I specialize in helping clients with Tax-Efficient Retirement Planning and Investment Management. I can help you: (1) assess your overall retirement preparedness, (2) design an actionable and easy-to-understand plan to achieve your goals, (3) develop an investment strategy that matches your specific needs and preferences. Over the past 15 years in the wealth management industry, I had an opportunity to work at one of the most prominent investment management firms, a boutique firm that focused entirely on stock research and later at one of the top regional RIA firms. I also co-founded a wealth management group that was later acquired by a CPA firm. In his previous role as the Chief Investment Officer (CIO), I directed the management of over $350,000,000 in assets on a discretionary basis for over 150 individuals, families and trusts. I developed numerous financial plans for a diverse group of clients which gave me a deep understanding of what is needed to create a personalized and comprehensive plan. Visit our website to learn more: www.csqfinancial.com Schedule a free consultation: https://calendly.com/alex-seleznev-csf/csf-intro-meeting I look forward to talking with you!

Nicholas Moon serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to identify their financial goals and develop portfolio strategies aimed at achieving those objectives. He provides ongoing guidance and adjusts portfolios as clients' circumstances evolve. Nicholas specializes in addressing a variety of financial priorities, including retirement planning, education funding, elder care, and healthcare preparation. He holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Elon University and is fluent in English, Korean, and Spanish.

Jacob Miller is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2021. Prior to this role, he was an Investment Consultant at Fidelity Investments from 2019 to 2021, and before that, he worked as a Financial Advisor at Northwestern Mutual from 2017 to 2019. Throughout his career, Jacob has focused on helping clients develop personalized financial plans by understanding their goals and values, analyzing their current financial situations, and identifying opportunities to create customized roadmaps. In his role, Jacob collaborates closely with clients to implement and adjust financial plans as their circumstances evolve, ensuring ongoing alignment with their objectives. His professional experience reflects a commitment to providing tailored financial consulting services. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Grier May is currently a Branch Leader at Fidelity Investments, a role held since 2024. Prior to this, Grier served as Assistant Branch Leader at Fidelity Investments from 2022 to 2024 and as a Planning Consultant from 2020 to 2022. Grier's financial services career also includes positions such as Financial Advisor and Vice President - Investments at Chapin Davis Investments, and various roles at T. Rowe Price including Global Client Investment Reporting Specialist and Participant Service Center Specialist. Throughout this career, Grier has developed expertise in investment advising and branch leadership, focusing on coaching associates and fostering strong team relationships to support clients' financial goals. Outside of work, Grier has interests in fitness, movies, pets, reading, traveling, and volunteering.

Samuel Strasser is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He focuses on creating personalized financial strategies that align with each client's unique goals, simplifying complex financial concepts, and delivering clear, actionable advice. He collaborates with Bank of America specialists to provide comprehensive banking, credit, home financing, and small business solutions. Sam's expertise encompasses corporate executive services, divorce transition planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He emphasizes understanding clients' priorities to develop effective short-, mid-, and long-term financial goals. He holds a Bachelor's Degree from the University of Maryland and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Sam is also a member of Alpha Sigma Phi. Outside of work, he enjoys boating, golfing, and spending time with his family.