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

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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

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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

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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

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  Call Alyssa

Creates marketing material, manages website and socials, and coordinates with Amanda to communicate events

Hometown: Kent Island, MD

College Ball: University of Maryland Global Campus

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

Melanie Kijak

Client Service Specialist

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Generates new accounts, processes client service requests, and assists with employer plan rollovers

Hometown: Pasadena, MD

College Ball: University of Maryland

Favorite Past Time: Reading

Can't Live Without: Music and books

Trivia: I was First Chair Trumpet in high school

Amanda Copanzzi

Marketing & Events Coordinator

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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

Jewels Mitchell

Executive Assistant

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   Call Jewels

Prepares for all meetings, manages phone calls and Jason's calendar

Hometown: Randallstown, MD

College Ball: Towson

Favorite Past Time: Reading a good book on an empty beach

Can't Live Without: Wine, coffee, and chocolate

Trivia: I create stained glass works of art