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Our Team
There is no "I" in team, We're a close knit bunch, so when you start working with us, here's who will be answering your phone calls, processing your paperwork, and greeting you at the office.
Jason LaBarge
Financial Advisor
Works with clients to create a financial plan to preserve their wealth and secure their future now and into retirement
Hometown: Rapid City, SD
College Ball: Notre Dame
Favorite Past Time: Collecting rare books
Can't Live Without: Vanilla Latte Starbucks Coffee
Trivia: I was the drummer in a band in high school called Press the Minuteman
Jessie Ringle
Chief Operations Officer
Supervises operations of each department while also managing the staff and office building
Hometown: Annapolis, MD
College Ball: University of Maryland
Favorite Past Time: Weekends at the beach with my girlfriends
Can't Live Without: Music, especially the Beatles and '90s music
Trivia: I was the pitcher on my travel softball team when we placed 3rd in Nationals
Alyssa Obrebski
Director of Client Accounts
Manages and processes new business and servicing client accounts. Assists in death claim processing and employer plan rollovers
Hometown: Bowie, MD
College Ball: University of Maryland
Favorite Past Time: Going to Broadway musicals with my grandmother
Can't Live Without: Coffee and Dayplanner
Trivia: I watch Jeopardy every night with my family
Lily Reddish
Client Service Specialist
Processes new business and client service requests, and meets with clients to claim Social Security benefits and rollovers of employer sponsor plans
Hometown: Arnold, MD
College Ball: University of Maryland & Navy
Favorite Past Time: Working out and Netflix
Can't Live Without: Music and the beach
Trivia: I placed 11th in the country in high school for my equestrian division
Alyssa Platt
Digital Marketing Coordinator
Creates marketing material, manages website and socials, and coordinates with Amanda to communicate events
Hometown: Kent Island, MD
College Ball: University of Maryland
Favorite Past Time: Playing video games and making music videos
Can't Live Without: Coffee and chocolate
Trivia: I lived in Germany for four years
Amanda Copanzzi
Marketing & Events Coordinator
Coordinates events and seminars and works with Alyssa P. to communicate events
Hometown: Glen Burnie, MD
College Ball: Navy
Favorite Past Time: Parties with family
Can't Live Without: The beach and my loved ones
Trivia: I only have one more island left to visit from the song "Kokomo" by the Beach Boys
Erin Wingender
Executive Assistant
Prepares for all meetings, manages phone calls and Jason's calendar
Hometown: Glen Burnie, MD
College Ball: Navy
Favorite Past Time: Going to concerts
Can't Live Without: Cats
Trivia: In 2016, I was a semi-finalist in a dancing audition for NBC's Hairspray Live
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