About Us

  • Meet Tom Quirk CFP®,  CRPC®, CRC® 

    Tom Quirk CFP®,  CRPC®, CRC® 

  • Meet David Weaver CFA®

    David Weaver CFA®

  • Meet Serena Ortega

    Serena Ortega

  • Meet Tracy McCartin

    Tracy McCartin

  • Meet Britni Sparks

    Britni Sparks

  • Meet Heather Philliber

    Heather Philliber

  • Meet Kyle Cotoia

    Kyle Cotoia

Retirement and Investment Group Affiliated Financial Advisors

  • Meet Bill N. Polizos6021 University Blvd., Suite 100
    Ellicott City, MD 21043

    Bill N. Polizos6021 University Blvd., Suite 100
    Ellicott City, MD 21043

Our Mission

Our business and passion is people and their financial well-being. Therefore, in the pursuit of our
goals, we will conduct ourselves in accordance with the following important values:

  • Our clients always come first
  • Deliver the highest level of service with integrity
  • Communicate clearly and timely
  • Invest wisely, with a keen focus on client objectives
  • Apply innovative processes
  • Continuing education is essential to our success in an ever-changing world
  • Create a work environment that nurtures teamwork and personal growth
  • Give back to the communities in which we live and work

In other words, excelling in our industry requires us to work hard by providing exceptional service to our clients, each other, and our community.

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