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Our People

A Financial Firm Where Everybody Knows Your Name

Over the past two decades, our team has been dedicated to our local community, clients, family and friends, combining our storied history, working-class character, and small-town resilience with dynamic, big-city professionalism. Simply put, we’re your expert neighborhood resource for tax and financial planning services. We love our clients and our team – we hope to see or chat with you soon.

Meet The Team

Joseph Palumbo

Joseph Palumbo CFP®, CPA

Financial Advisor, Partner

(410) 412-3321

(410) 761-1953

Matt Horton, CPA

Matt Horton, CPA

Partner

(410) 412-3321

(410) 761-1953

Kim Scaglione

Kim Scaglione

Client Services Manager

(410) 412-3321

(410) 761-1953

Jeff Grodsky, CFP®

Jeff Grodsky, CFP®

Senior Advisor

(410) 761-2664

(410) 761-1953

Lisa Siske

Lisa Siske

Administrative Assistant

(410) 761-2664

(410) 761-1953

Lori Emmert

Lori Emmert

Bookkeeper

(410) 761-2664

(410) 761-1953

Our Relationship Is Supported By Community

Our Relationship Is Supported By Community

Our business is built on a foundation of thoughtful partnerships.

Let's Work Together

As your neighborhood resource for money matters we are here to help you navigate your finances so you can thrive.

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