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.
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 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 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 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.
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 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.
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.
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.