Turning Point Financial

Corey Grimes is a financial advisor at Turning Point Financial in Frederick, MD, holding a Series 65 designation. He joined the firm in 2024 after an 11-year career at Carmax. Turning Point Financial serves individual and high-net-worth clients, business owners, and employer retirement plans by providing financial planning, discretionary portfolio management, tax/accounting, and insurance solutions. The firm uses discretionary model portfolios and third-party sub-advisers, integrates in-house tax and accounting services, and operates an affiliated insurance agency.

Thomas Pignone is a financial advisor at Turning Point Financial with 51 years of industry experience. He has held roles at Turning Point Financial since 1994 and previously worked with Cambridge Investment Research Advisors Inc. from 2013 to 2019. Turning Point Financial serves individual and high-net-worth clients, business owners, and employer retirement plans by providing financial planning, portfolio management, tax and accounting, and insurance solutions. The firm uses discretionary model portfolios, third-party sub-advisers, and integrated in-house tax and accounting services, including CPAs on staff.

Craig Marcello is a financial advisor at Turning Point Financial in Covington, LA, holding a Series 65 designation. He has been with Turning Point Financial since 2025 and previously worked in various roles across different industries, including hospitality and nonprofit organizations. Turning Point Financial serves individual and high-net-worth clients, entrepreneurial business owners, and employer retirement plans by providing financial planning, discretionary portfolio management, tax and accounting, and insurance solutions. The firm utilizes discretionary model portfolios and third-party sub-advisers, integrating in-house tax and accounting services alongside its advisory practice.

Kurt Lalomia is a CFP® professional with 33 years of industry experience, currently serving at Turning Point Financial since 2019. His prior roles include positions at Cambridge Investment Research and Janney Montgomery Scott. He is also an independent insurance agent representing various companies in Frederick, MD. Turning Point Financial serves individual and high-net-worth clients, business owners, and retirement plans by offering financial planning, portfolio management, tax, accounting, and insurance solutions. The firm combines discretionary model portfolios with third-party sub-advisers and integrates in-house tax and accounting services alongside its advisory practice.

William Heil is a CFP® and holds a Series 66 license with 15 years of industry experience. He currently works at Turning Point Financial and previously spent 12 years at Klauenberg Retirement Solutions. Heil serves as treasurer for Rosebud Gun Club, Inc., a nonprofit social club. Turning Point Financial serves individual and high-net-worth clients, business owners, and employer retirement plans with financial planning, discretionary portfolio management, tax and accounting, and insurance solutions. The firm integrates in-house tax and accounting capabilities alongside its advisory services and utilizes third-party model portfolios and sub-advisers to construct client programs.

Dane Grouell is a financial advisor at Turning Point Financial with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Apex Retirement Advisors and DRS Wealth Management. Outside of his advisory work, he serves as Secretary and Board Member of Tualatin Valley Playschool, a nonprofit preschool in Tigard, OR. Turning Point Financial serves individual and high-net-worth clients, business owners, and employer retirement plans, offering financial planning, discretionary portfolio management, tax/accounting, and insurance solutions. The firm integrates in-house tax and accounting services with advisory offerings and uses a combination of discretionary model portfolios and third-party sub-advisers.

Brennan Gmeiner is a financial advisor at Turning Point Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at Turning Point Financial since 2019, with prior roles at PURSHE KAPLAN STERLING INVESTMENTS and Cambridge Investment Research. Outside of his advisory work, he serves on the board of directors for St. Johns Regional School and is involved in youth lacrosse as an assistant coach in Frederick, MD. Turning Point Financial serves individual and high-net-worth clients, business owners, and employer retirement plans by offering financial planning, portfolio management, tax/accounting, and insurance solutions. The firm utilizes discretionary model portfolios, third-party sub-advisers, and integrated in-house tax and accounting services alongside its advisory practice.

David Strausser is a financial advisor at Turning Point Financial with a Series 65 designation and one year of industry experience. Prior to joining Turning Point Financial, he held positions at ABWE and Merrill Lynch. Outside of his advisory role, Mr. Strausser works as a delivery contractor for DoorDash. Turning Point Financial serves individual and high-net-worth clients, entrepreneurial business owners, and employer retirement plans by providing financial planning, discretionary portfolio management, tax and accounting services, and insurance solutions. The firm combines discretionary model portfolios with third-party sub-advisers and integrates in-house tax and accounting capabilities alongside its advisory practice.

Ryan Morisey is a financial advisor at Turning Point Financial with one year of industry experience. He holds the Series 65 designation and has previously worked at Tanney, Griffith, & Bresler P.A. and Franciscan University of Steubenville. Morisey is also an independent licensed insurance agent and occasionally offers insurance products to clients. Turning Point Financial serves individual and high-net-worth clients, business owners, and employer retirement plans, providing financial planning, discretionary portfolio management, tax and accounting, and insurance solutions. The firm integrates in-house tax and accounting services with its advisory practice and utilizes model portfolios and third-party sub-advisers to manage client accounts.

Craig Marcello is a financial advisor at Turning Point Financial with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. His prior experience includes roles at Ameriprise Financial Services, LPL Financial, and his own firm, Marcello Wealth Advisory LLC. He serves on the board of a nonprofit organization in Covington, Louisiana. Turning Point Financial serves individual and high-net-worth clients, business owners, and employer retirement plans, offering financial planning, discretionary portfolio management, tax and accounting services, and insurance solutions. The firm combines model portfolios, third-party sub-advisers, and in-house tax expertise to deliver integrated advisory services.

Eric Tereo is a financial advisor at Turning Point Financial with two years of industry experience. He holds a Series 65 designation and has previously worked at Equitable Advisors, Modern Woodmen of America, and CoinEx. Outside of his advisory role, he is an independent licensed insurance agent and occasionally offers clients insurance products. Turning Point Financial serves individual and high-net-worth clients, entrepreneurial business owners, and employer retirement plans. The firm provides financial planning, discretionary portfolio management, tax and accounting services, and insurance solutions, utilizing model portfolios and third-party sub-advisers while integrating in-house tax and accounting capabilities.

Mary Troxell is a financial advisor with Turning Point Financial in Frederick, MD, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her career includes roles at PURSHE KAPLAN STERLING INVESTMENTS and Cambridge Investment Research, along with operating her own firm, Mary Kathleen Troxell, LLC, since 1994, which focuses on fixed insurance sales including life insurance, long-term care, and fixed annuities. Turning Point Financial serves individual and high-net-worth clients, business owners, and employer retirement plans by offering financial planning, discretionary portfolio management, tax and accounting, and insurance solutions. The firm uses discretionary model portfolios and third-party sub-advisers, integrates in-house tax and accounting services, and operates an affiliated general insurance agency.

Jonathan Good is a financial advisor at Turning Point Financial with eight years of industry experience. He holds a Series 65 designation and has previously worked at Harvest Investment Services, LLC and WDC Advisors, LLC. Outside of his advisory role, he is involved with Wealth Development Council, LLC as a research assistant and agent. Turning Point Financial serves individual and high-net-worth clients, business owners, and employer retirement plans, offering financial planning, portfolio management, tax/accounting, and insurance solutions. The firm uses discretionary model portfolios, third-party sub-advisers, and integrates in-house tax and accounting services alongside its advisory practice.

James Good is a financial advisor at Turning Point Financial with over 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including WDC Advisors, Harvest Investment Services, and ProEquities, Inc. Outside of his advisory role, Good is active as a bluegrass musician, involved in recording, performing, teaching, and selling music. He also serves on the boards of the Home Mission Council and the Cumberland County Affordable Housing Trust Fund Board. Turning Point Financial serves individual and high-net-worth clients, business owners, and employer retirement plans, offering financial planning, discretionary portfolio management, tax and accounting, and insurance solutions. The firm employs model portfolios and third-party sub-advisers while integrating in-house tax and accounting services alongside its advisory practice.

Michael Good is a financial advisor at Turning Point Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including WDC Advisors, Harvest Investment Services, and Proequities. In addition to his advisory role, he has provided independent software contracting for a nonprofit organization. Turning Point Financial serves individual and high-net-worth clients, business owners, and retirement plans, offering financial planning, discretionary portfolio management, tax/accounting, and insurance solutions. The firm utilizes model portfolios and third-party sub-advisers, integrates in-house tax and accounting services, and operates an affiliated insurance agency.