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Our Team

A History of Building
Successful Relationships

Everything we do is rooted in transparency, communication, and mutual respect. We believe the key to long-term success lies in cultivating collaborative partnerships with advisors and industry experts who share the same values and are committed to changing the lives of our clients for the better. This focus has driven meaningful growth with $9.5B* in assets and offices across the country.

*Data as of 7/3/25, includes a small portion of non-discretionary retirement assets.

Team Members

Ben Offit, CFP®, CEPA®

Partner, Senior Wealth Advisor

Columbia, MD

Jeanne Berger

Associate, Client Service

Columbia, MD

Laura Sendldorfer, ChFC®, CIC®

Director, Wealth Advisor

Columbia, MD

Sophia Trakhtman

Director, Wealth Advisor

Columbia, MD

Zachary Weisenthal

Associate, Client Services - Operations

Columbia, MD