Charles W. Sawyer Jr.
Chairman and CEO, CEP® RFC®
Charles W. Sawyer Jr. is the managing partner and founder of Sawyer Wealth Management and has been providing financial planning services for more than thirty years. His primary focus is working with pre-retirees, retirees and their families in the areas of financial planning and estate planning. Charles also focuses on the complex needs of small business owners, corporate executives and employer sponsored retirement plans. Professionally, Charles is a Certified Estate Planner, Registered Financial Consultant and a lifetime member of the Million Dollar Round Table's Top of the Table. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Baltimore Estate planning Council. He currently sits on the board of the Better Business Bureau's Greater Baltimore Chapter. Personally, Charles enjoys working with many charitable organizations including the Alzheimer's Association, Operation Home Front Council and the V Foundation. Charles and his wife, Jane, live in Hunt Valley, Maryland. They have six children and four grandchildren. Charles holds FINRA Series 6, 63, 26, and 65 licenses. In addition he is also licensed in Life and Health insurance.
Partner, Vice President
Jane began her career in the medical field working alongside patients and assisting doctors. She worked her way up the ladder to office manager, where she resided for five years. She joined the business in 2008 and brought her valuable experience to the firm. Jane leads the operations function for the business, in addition to developing all operations processes and procedures. She works closely with Charles and the staff to develop and implement strategies that coincide with the objectives of the company and its clients. Jane is also licensed in life and health insurance. Outside of work Jane enjoys spending time with her family and cherishes every moment she gets to spend with her four grandchildren watching them grow and learn. Her commitment to family in and outside of work transcends into the Sawyer Wealth Management each and every day.
Wealth Advisor, Portfolio Manager, CFP®, CIMA®, CPWA®
Brian is a Certified Financial Planner™, Certified Investment Management Analyst™ and also a Certified Private Wealth Advisor®. He is a graduate of the University of Maryland, College Park with a degree in Economics. Brian holds FINRA Series 6, 7, 63, 66, 9 and 10 licenses. In addition, he is also licensed in Life and Health insurance and Property and Casualty insurance. Brian is a second generation wealth advisor that has dedicated over ten years to helping clients navigate some of their most important life events and decisions. He specializes in portfolio management, holistic financial planning and wealth management. Brian lives in Eldersburg with his wife, Jessica, and their two children, Josh and Charlotte.
Kevin is an experienced Wealth Advisor with a demonstrated history of working in the financial services and accounting industry. He holds FINRA Series 66. In addition, he is also licensed in MD State Life and Health insurance. Kevin has dedicated over twenty years in the financial services industry. He specializes in wealth management, holistic financial planning, and risk management. He is on the Board of Directors for Baltimore Outreach Services and The Boys' Latin School. Kevin’s outside interests include golf, fishing, boating, and spending time with his friends and family.
Director of Marketing
Jeanette Ratner is the Director of Marketing. Jeanette works primarily with retired individuals, their families, and those who are in the process of planning for their retirement. Jeanette also works with the Veterans Outreach Program helping veterans receive the financial assistance they need to insure their nursing home care. She makes time to be involved with professional associations as well as community organizations in Baltimore area that help seniors cope with the continually changing social and financial problems associated with aging. Jeanette has 4 children and 2 grandchildren.
Leah A. Gray
Senior Planning Associate, Executive Associate to the Managing Partner
Leah joined Sawyer Wealth Management in January 2014 and made an immediate impact. Bringing over 25 years of financial services experience, Leah's responsibilities span all spectrums but her primary responsibilities are assisting Charles, client planning and advanced customer service. She is confident, resourceful and amazing with clients.
New Business Team Leader
Lisa joined the Sawyer Wealth Management team after spending nearly 30 years working in the banking industry. In her role, processing client applications, her exceptional organizational skills are an asset to the firm. As New Business Team Lead, she also assists in client service follow-up and can quickly report on the status of pending cases and requests. Lisa is married to Jane and Jeanette's brother, Steven and has 2 sons.
Senior Client Services Associate
Shawnna joined our team in 2014 and is the Senior Client Service Associate. In this role, she does everything possible to improve the client experience with the firm while also ensuring that advisors can focus on client needs. Shawnna is a 2014 graduate of Saint Vincent College in Latrobe, Pennsylvania, with a degree in biology. She enjoys the family atmosphere of Sawyer Wealth Management and enjoys assisting the clients. Her service oriented background and drive makes her a true asset. She and her husband, Andrew, enjoy traveling and are outdoors enthusiast.
Client Services Associate
Mike Hendrick joined our team at The Sawyer Group in March 2015. Before joining us, he worked as an annuity new business specialist for more than 13 years, where he focused on reviewing and processing annuity cases, as well as consulting with agents. He is described by co-workers as extremely organized, confident and dependable. Mike and his wife live in Kansas City, MO with their two daughters Sydney and Hayley. In his spare time, he enjoys riding his bike and hiking.
Client Service Associate
Terri Szekely-Berry recently joined the Sawyer Wealth Management team. Her over 30 years of experience in the insurance/financial industry makes her a welcome addition. As a processor in our service area, Terri assist with processing of our brokerage accounts as well as client service follow-up and questions. Terry is married to Steven Berry and they have two daughters, Julia and Jessica.
Client Service Associate
Thomas has recently joined Sawyer Wealth Management to assist with client service. With his background in retail sales and customer service Tom is a welcome addition. His primary focus will be assisting the planning team with preparation for client meetings and reviews along with general office administrative projects. Tom is also Charles's son and continues the tradition of the Sawyer family working together.
Jordan is our newest member to the Veteran Outreach program. With a big heart and a strong compassion for helping others, Jordan is committed to helping our Veterans receive the care and benefits they deserve through the aid and attendance benefit. Jordan's grandfather, father, Uncle and nephew proudly served in the US Navy and Airforce for many years. His personal commitment to the program comes from witnessing his family serve our country. Jordan loves working alongside his mother, Jane and stepfather, Charles. He is excited about learning the financial business side of Sawyer Wealth Management.
Larry earned his Juris Doctor Degree from The Columbus School of Law at the Catholic University of America in 1994. In May 1996, he opened Lawrence Adashek, P.A. to assist clients with all of their estate planning, elder law and business advisory service needs. Larry actively participates in a number of professional associations. He is a member of the National Academy of Elder Law Attorneys, and is an officer and member of the Elder Law Section of the Maryland State Bar Association. He is also a frequent lecturer on the subjects of estate planning and elder law.
Chuck is a graduate of the University of Baltimore with a Bachelor of Economics. Chuck currently has his own accounting firm, after spending more than 10 years with a large regional certified public accounting firm. Chuck focuses on consulting for closely held businesses, including valuations, succession and estate planning; along with tax preparation and planning.
Joseph Tringali graduated Cum Laude from the University of Baltimore with a Bachelor's degree in Accounting. Joe was honored by SmartCEO Magazine as one of Baltimore's Smart CPA's. Joe has served clients in a wide range of industries and has been a practicing CPA for over 30 years providing extensive accounting, tax preparation, and proactive planning services to small business and individuals with the latest online accounting solutions. Joe is known for establishing long-lasting relationships with his clients. His approach to serving his clients is simple. He provides them with the highest quality professional services that meet their needs and surpass their expectations.
Anne has been a practicing CPA for more than 25 years. She works with small business owners and entrepreneurs at all stages of a business's life cycle. She has extensive experience in tax preparation and planning for businesses and individuals, and is a Certified QuickBooks ProAdvisor. Anne views her role as a partner and resource provider for business owners, allowing them to concentrate on their core competencies. A graduate of Towson University with degrees in mathematics and business, Anne is a member of the Maryland Association of CPAs, where she has served on the small business committee, and of the Maryland Society of Accountants.