Our Team

Over the past 20 years Josh has found that there is a difference between knowing what to do and actually following through and doing what you set out to accomplish. This applies directly to the holistic, comprehensive financial...

Damian has been doing legacy planning and implementing solutions for individuals, entrepreneurs and families, for over 28 years. We are n the relationship business. Sitting down with clients, listening to them, and tailoring solutions 

Karen Buckley began her career in the financial services industry in 1989 in the international and embassy banking division of a Washington, DC bank. She joined New England Financial and Cornerstone Financial Partners in Bethesda, MD...