I. Richard Junk CFP®, CLU
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.
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 Chief Compliance Officer, as well as serving as managing partner.
Eli Adams CFP®
Joined The Junk Investment Group in May of 2016 after a successful career managing Marriott and Hilton branded hotels in the Baltimore area. His extensive experience with finance and customer service is an ideal foundation for his work as a financial advisor. Since joining the team, Eli has passed the Series 66 exam, acquired the Behavioral Financial Advice (BFA) designation and the Certified Financial Planner (CFP®) designation. Eli has a Bachelor of Science degree from Indiana University of Pennsylvania. His passion to learn and problem solving abilities are a perfect combination to assist clients with their financial concerns.