Hunt Valley
Proudly Serving Maryland
Hunt Valley
20 Wight Ave
Suite 155
Cockeysville, MD 21030
Your Hunt Valley Team
Jennifer (Dani) Ryan
CFP®, CDFA®, CRPC®
Senior Wealth Advisor
Jay Schuman
CFP®
Wealth Advisor
Christina Garland
CFP®
Senior Wealth Advisor
Lauren Szczybor
CRPC®
Wealth Advisor
Gennadiy Todd
CFP®
Wealth Advisor
Stavros Rizakos
Wealth Advisor
Louis Foxwell
CFA®
Portfolio Manager
John Heinlein
Managing Director, Senior Portfolio Manager
Matthew Holman
CFA®
Portfolio Manager
Cory Poe
Portfolio Associate
Mary Ann Raeke
Client Service Manager
Enjoy some of our latest resources
June 05, 2025
Simplifying Capital Gains: What Investors Should Know
Understanding how capital gains work is key for any investor looking to make smarter, more tax-efficient decisions. In this webinar, Focus Partners’ Chief Planning Officer Jeffrey Levine breaks down the basics in a clear, approachable way.
Watch the video
June 03, 2025
Fed Rate Policy Update: Are Cuts on the Horizon?
Markets are anticipating that the Federal Reserve will begin cutting interest rates later this year. In this video, Focus Partners’ Kevin Grogan breaks down the Fed’s decision to hold rates steady in May and discusses the potential implications for investors.
Watch the video
May 28, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on what the Nippon Steel merger with U.S. Steel could mean for markets.
Listen to the podcast