Meet Our Staff
Mark Timmick
Retirement & Estate
Planning Specialist
Mark works intimately with clients to develop plans and programs that satisfy important life needs. His qualifications include:
- Registered Investment Advisor
- FINRA Series 6, 63 & 65 Licenses
- President, Society for Financial Awareness, Howard County Maryland Chapter
- Member, Financial Planning Association
- Life, Health & Long-Term Care Insurance Licensed in Maryland
Gail Timmick
Office Manager Gail runs our office and keeps all the parts organized and moving seamlessly. She is often the first point of contact for clients and is ready, willing and able to assist them in any way she possibly can. Her qualilfications include:
- 25 years of Office and General Management experience, running everything from departments for large corporations to entire offices for small companies
- A firm commitment to customer service excellence
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