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
July 09, 2025
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.
Read the articleJuly 08, 2025
Two-Minute Market Focus
Are international stocks performing better than U.S. stocks because of their fundamentals, or are other factors at play? In this episode, Focus Partners' Todd Jones explores this question, shares the latest update on market performance, and comments on the decline of the U.S. dollar.
Listen to the podcastJuly 01, 2025
How to Think About Investment Risk
Investors often talk about managing risk, but rarely stop to ask: the risk of what? In this video, Focus Partners’ Jason Blackwell breaks down two key types to consider: absolute risk and relative risk.
Watch the video