Our Team

I. Richard Junk   I. Richard Junk CFP®, CLU -- has been a Registered Investment Advisor since 1987. He graduated with a Bachelor of Science in Biology from Dickinson College in Carlisle, Pennsylvania in 1968, and began his involvement in the financial services industry in 1972. Continuing his professional education, Rick received the Certified Financial Planner (CFP®) designation in 1983 from the College for Financial Planning in Denver, Colorado after having received the CLU designation in 1979 from the American College in Bryn Mawr Pennsylvania.
Cassandra Junk   Cassandra Junk - brings to the practice a mathematics background as well as computer expertise. She graduated with a Bachelor of Arts degree in Mathematics from Western Maryland College in 1972, and obtained her Series 7 Securities License in 1990. More specifically, Cass is the income distribution specialist, as well as serving as managing partner.
Michael Junk   Michael Junk, CFS - came on-board in 2003 and brings over ten years of computer networking and design expertise to the team. He graduated from the University of Maryland Baltimore County in 1993 with a Bachelor of Science in Information Systems Management. He obtained his Series 7 Securities License in 2003. Michael has also recently obtained his Certified Funds Specialist (CFS) designation.