Kelby joined Garrison Advisors in 2015 after spending over 10 years with another financial services firm in downtown Baltimore and brings a vast array of knowledge and experience in the financial services industry. Kelby works closely with his clients assisting them with their investment planning and insurance planning while having a specialized focus in clients retirement income planning. Kelby holds the life and health insurance licenses as well as series 6, 7, 63, and 66 securities licenses. As a child Kelby grew up in Baltimore County and attended Boys’ Latin School before graduating from Michigan State University. Kelby lives with his wife and 5 children in Annapolis, Maryland.
Email: firstname.lastname@example.orgDirect Dial: (410) 571-5113Cell: (443) 310-4203Fax: (410) 785-7655
Tim came to Garrison Financial in 2011 after acting as Managing Member of InterAction as a Fee Based Planner. Tim is supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employee benefits.Tim is a 1984 graduate of Boston University.
Tim and his wife, Johanna, have three children - ages 21, 18 and 15 and live outside of Washington D.C. His hobbies include watching the kids play sports and working out. He presently serves on the board of a local non-profit.
"My primary objective is to help you achieve financial freedom in a complex and constantly changing world by recommending products that can help you achieve what is most important to you."
Email: email@example.comDirect Dial: (202) 494-5999Fax: (410) 785-7655
As a CERTIFIED FINANCIAL PLANNER™ professional, Pete helps his clients create and implement comprehensive solutions to simplify their complex financial lives. Pete's process begins by gaining a deep understanding of his clients' financial goals, needs, preferences, and overall financial situation. He then customizes a financial plan that accomplishes their goals and objectives while helping to minimizing risk.
Pete joined the firm in 2019. Prior to that, he was a Wealth Management Advisor with another top investment firm in the Baltimore area. Pete earned his bachelor's degree in General Business from Georgia College & State University, where he was an all-region baseball player. After college, Pete spent two years playing independent minor league baseball. Outside of the office, Pete is an avid outdoorsman and volunteers his time with conservation organizations. He resides in Sparks, MD with his wife, Ashley.
Email: firstname.lastname@example.orgDirect Dial: (443) 492-6611Fax: (410) 773-4488
Financial Planner & Retirement Planning
With over 10 years of experience in the financial planning industry, Sarah comes to Garrison with a focus on Retirement Income Planning. Working mainly with retirees and pre-retirees, she supports her clients by providing them the education and resources they need to help reduce or eliminate the major risks associated with retirement. Creating a protected and dependable income strategy that focuses on guaranteed income, increased cash position and strategically positioning assets in ways that can grow a client’s net worth by becoming more conservative.
Sarah is a Baltimore native. Graduating from Our Lady of Mt. Carmel High School, she played softball and was the captain of the women’s varsity soccer team. As a wife and mother of two, she currently calls Harford County her home. In addition to a Life & Health producers license, Sarah is an investment advisor representative and currently holds FINRA series 6, 7, 63, 65 securities licenses. With an Associate’s degree from CCBC, a bachelor’s degree from West Virginia University, she is currently in the process of taking the courses required to become a CERTIFIED FINANCIAL PLANNER® professional through Boston Institute of Finance. She has a passion for self-mastery and carries the personal philosophy of “Getting better every day.”
Email: email@example.comDirect Dial: (410) 773-4469
Steve joined Garrison Advisors in 2016 as co-head of Garrison’s financial planning and wealth management team. Steve primarily works with high net-worth individuals, business owners, and executives helping them plan to fulfill their life goals. He specializes in retirement planning and portfolio management by helping clients develop a comprehensive approach that allows for a long and secure retirement. Steve spends a great deal of time understanding what is important to the client and what they want to achieve. His goal is to provide his clients with customized guidance which will assist them in navigating their financial future. He can help you tackle a specific investment goal or give you a macro view of your assets and the interplay of various needs.
Prior to joining Garrison Advisors Steve spent over 20 years on Wall Street working and managing desks helping institutional investors in various fixed income and derivatives markets with primary focus on US corporate, emerging markets, and credit default swaps. Steve has a vast and wide knowledge of the financial markets.
Steve has a BA in economics from Johns Hopkins University, and was an All-American lacrosse player. Steve also has an MBA in finance from Fordham University. He is an investment advisor representative and hold series 3, 7, 63 and 66 securities licenses, as well as, Life and Health licenses. Steve resides in Mountain Lakes, NJ with his wife, 2 children and 2 dogs. Steve is the varsity lacrosse coach at a New Jersey high school and volunteers on the Mountain Lakes Zoning Board of Adjustments.
Stephen Vecchione is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org).
Frank has over 30 years of experience in the investment and insurance industry. Throughout his time as a financial professional, he has worked with corporations, non-profit organizations, professional athletes, executives, families, and widows providing solutions in estate planning, executive compensation planning, retirement planning, employee benefits, charitable giving planning, charitable estate planning and business continuity planning. Frank is associated with several societies and committees including Society of Financial Professionals, National Association of Insurance & Financial Advisors, Chesapeake Planned Giving Council, and Baltimore Estate Planning Council.
Frank has three daughters and lives in Lutherville with his wife Susan, spending his spare time outdoors biking, walking, and golfing.
Email: firstname.lastname@example.orgDirect Dial: (410) 773-8325Fax: (410) 785-7655
Garrison Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
Supervisory Office: 11350 McCormick Road, Executive Plaza IV, Suite 200, Hunt Valley, MD 21031. (410) 785-7654.