Our Team

Marty facilitates the operations and day-to-day management of our organization and serves as the Office of Supervisory Jurisdiction manager for FAN. He works with Advisors on a daily basis to identify business growth opportunities and expedite their business needs.

Prior to FAN, Marty was Vice President of Business Development at FSC Securities Corporation, where he was responsible for new business and focused exclusively on top performing advisor teams. Marty earned a Bachelor of Economics degree from Berry College and has since earned his certificate as a Financial Services Coach.

Amy, based in Rockville, MD, handles the day-to-day business management for our entities, works with Marty on compliance and supervision for advisors, is Chief Compliance Officer of the  independent registered investment advisory firm Maryland Financial Group, Inc., is a problem solver and advisor advocate. 

She has been in the financial industry for over 19 years, starting her career at Morgan Stanley. Amy and Chris worked together at Morgan Stanley and saw the value in a team-based approach to wealth management. In 2007, Amy became a FINRA designated Supervisory Principal and with Chris, they began recruiting Advisors to join them in their endeavor to build a strong advisor advocacy network.

Amy attended Washington & Lee University where she studied French and Psychology.

Laura, based in Maryland, works with the management team and all of the members of FAN with marketing content, compliance and social media. She helped launch FAN’s monthly philanthropic mission featuring team members and supporting a wide variety of charities and small businesses that give back to the global community. 

Laura recently joined the financial industry in 2016.  She considers herself a serial entrepreneur and has been running her own businesses for the previous 20 years in the Washington, DC area.  With a degree in Hospitality & Tourism Management from Virginia Tech, Laura understands how important details and service are.