Our Team

Charles W. Sawyer, Jr. * CEP ®, RFC ®

Chairman and CEO

Charles W. Sawyer, Jr. is the managing partner and founder of Sawyer Wealth Management and has been providing financial planning services for more than 30 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, registered investment advisor rep., 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). Personally, Charles enjoys working with many charitable organizations, including the Alzheimer’s Association, Special Operations Warrior Foundation, American Cancer Society and the V Foundation. Charles and his wife, Jane, live in New Freedom, PA. They have six children and seven grandchildren. Charles holds FINRA Series 6, 63, 26, and 65 registrations. In addition, he is also licensed in life and health insurance.
 
 
 

Jane Sawyer

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 Sawyer Wealth Management 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 seven grandchildren watching them grow and learn. Her commitment to family in and outside of work transcends into Sawyer Wealth Management each and every day.
 
 
 
 

Brian Pacen * CFP ®, CIMA ®, CPWA ®

Chief Investment Officer

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 15 years to helping clients navigate some of their most important life events and decisions. In his role as our chief portfolio manager, Brian specializes in asset allocation and custom portfolio creation including alternative investments, custom security creation and tax efficient investing. As a wealth advisor, he assists clients with holistic financial planning and complex planning strategies. Brian lives in Finksburg with his wife, Jessica, and their two children, Josh and Charlotte.
 
 
 
 

Kevin Lutz ***

Wealth Advisor

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 holds a Maryland life and health insurance license. Kevin has dedicated over 25 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.
 
 
 
 

Jeanette Ratner

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 the Baltimore area that help seniors cope with the continually changing social and financial problems associated with aging. Jeanette has four children and three grandchildren.

Leah A. Gray, FPQP ®

Financial Paraplanner Qualified Professional, Senior Planning Associate, Executive Associate to the Chairman and CEO

Leah joined Sawyer Wealth Management in January 2014 and made an immediate impact. She is a Financial Paraplanner Qualified Professional and brings over 25 years of financial services experience. Leah’s responsibilities span all spectrums from assisting Charles, client planning, and advanced customer service. She is confident, resourceful and amazing with clients. Leah is a lifelong resident of Harford County, where she lives with her son.
 
 
 
 

Lisa Callender

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 our 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 two sons.

Michael Hendrick

Client Services Associate

Mike Hendrick joined Sawyer Wealth Management 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. His primary focus is preparing client account updates as well as updating and maintaining account information in the client portal. With over 20 years of experience in the annuity and insurance industry, he is described by co-workers as extremely organized, confident and dependable. Mike and his wife, Joelle, live in Kansas City, MO. In his spare time, he enjoys riding his bike and hiking.

Terri Szekely-Berry

Client Service Associate

Terri Szekely-Berry joined the Sawyer Wealth Management team in 2016. With over 30 years of experience in the insurance/financial industry, she is a welcome addition to our team. As a processor in our service area, Terri assists with processing 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.

Thomas Sawyer

Director of Client Service

Thomas Sawyer joined the family business in 2016 and brings his retail sales and customer service experience to Sawyer Wealth Management’s accounts and client services. He assists with the planning team and preparation for client meetings and reviews, along with general office administrative projects. Tom is licensed in life and health insurance.

Tom is Charles’s son and continues the tradition of the Sawyer family working together. He is married to Tori and has two children, Thomas and Lillian.
In his spare time, he enjoys playing golf.

Patrick Meadowcroft

Client Service Associate

Patrick is a recent addition to the client service team at Sawyer Wealth Management. Patrick graduated from University of Maryland in 2019 with a bachelor’s in economics. With prior work experience in client service, wealth management, accounting and brokerage services, he has a solid foundation to start his financial career at Sawyer Wealth Management. Patrick holds his FINRA Series 7 registration and will assist with the planning and reviewing processes.

Strategic Partners

Lawrence Adashek

Esquire

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 their estate planning, elder law and business advisory service needs. Larry actively participates several 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.

Joseph Tringali

CPA

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.

Avail Accounting & Tax Group

At Avail Accounting & Tax Group believes an accountant should be a trusted advisor to the client. The best advisors are knowledgeable, innovative and understanding of their clients’ goals and point of view, so that is crucial to their role as advocates when developing lasting relationships with each of their clients. Their attention to client relationships is what differentiates them from their competition.

Clients who work with Avail Accounting & Tax Group quickly recognize that they are committed to each client’s success, and ensure they receive great service and solutions as a result. Expertise in each client’s industry, individualized attention and client service team members—who are committed to quality, integrity and professionalism—are key elements in how they serve each client.

Fidelis Tax and Accounting

WE PARTNER WITH OUR CLIENTS TO MEET THEIR TAX AND ACCOUNTING NEEDS Fidelis Tax and Accounting works with individuals and businesses across the country. We provide consultative and tax preparation services in addition to accounting and payroll services, which are customized to each client’s situation.

Adam C. Zimmerman

Adam Zimmerman is known for his unique ability to put people at ease. Within minutes of meeting Adam, his clients realize he is not the stereotypical attorney and is genuinely invested in helping them through their life situations. He is committed to empowering his clients to be decision-makers in the process, so they are knowledgeable about the course of action they decide over their affairs. He enjoys creating a safe space for his clients so they can feel comfortable throughout the process and confident that their planning needs are addressed.

Kevin Lutz** offers Advisory Services and Charles Sawyer* and Brian Pacen* offer Securities and Advisory Services through Client One Securities, LLC Member FINRA/ SIPC and an Investment Advisor. Sawyer Wealth Management and Client One Securities, LLC are not affiliated.

Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Sawyer Wealth Management and Client One Securities, LLC are not affiliated.

© 2023 Sawyer Wealth Management

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