Financial Dimensions, LLC

David Sitzer is a financial advisor at Financial Dimensions, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Janney Montgomery Scott LLC and First Financial of MD FCU, where he serves as Chief Investment Officer managing the credit union’s fixed income portfolio. He is also involved with the Maryland chapter of the Financial Managers Society, contributing to organization management and event planning. Financial Dimensions provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses. The firm follows a discretionary investment process emphasizing strategic asset allocation with a core-and-satellite approach, combining passive index exposures with selective active management.

Lauren Botti is a financial advisor at Financial Dimensions, LLC with a Series 65 credential. She has been with Financial Dimensions since 1998 and also provides accounting services as a contractor for a small engineering firm. Financial Dimensions offers personalized financial planning and investment management to individuals, trusts, estates, and small businesses, using a documented, discretionary investment process that emphasizes strategic asset allocation with a core-and-satellite approach. The firm serves a mix of non-high-net-worth and high-net-worth clients and is wholly owned by First Financial of Maryland Federal Credit Union.

Michael Powers is a financial advisor at Financial Dimensions, LLC with a Series 65 designation and one year of experience at the firm. His prior work includes nine years at First Financial of Maryland FCU and two years with the US Government. He serves as a volunteer board member for 501(c)(3) organizations. Financial Dimensions provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses. The firm uses a discretionary investment process emphasizing strategic asset allocation with a core-and-satellite approach, combining passive index and ETF exposures with selective active management.

Amber O'Neill is a financial advisor at Financial Dimensions, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at First Financial FCU and Towson University. Financial Dimensions provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses, employing a discretionary investment process that emphasizes strategic asset allocation with a core-and-satellite approach. The firm serves a mix of non-HNW and high-net-worth clients and maintains operational ties with its parent company, First Financial of Maryland Federal Credit Union.