Martin/Wight Associates Martin/Wight Associates listed below: Paul M. Baader Financial Advisor 410-382-5472 410-229-9959 [email protected] Paul began working in the financial services industry in 2001, and joined Martin/Wight in 2012. He focuses on developing comprehensive financial strategies for physician and dentist clients throughout the country and helping families reach their long-term financial goals.Prior to joining Martin/Wight, Paul worked as a disability insurance specialist for Guardian Life Insurance Company of America. He brings to Martin/Wight unique industry knowledge in a diverse market.Paul earned his Bachelor’s Degree in Biology from St. Mary’s College of Maryland. He currently lives in Baltimore, and is an avid sports enthusiast. When he is not working, Paul enjoys playing golf, lacrosse, football, and snowboarding. William R. Coleman, Jr., MSM Financial Advisor 443-834-2668 410-229-9959 [email protected] Ron started working in the financial services industry in 1999 and joined Martin / Wight in 2008. Ron focuses on developing financial strategies for physician clients and their families throughout the country. He helps clients with their retirement plans, financial strategies and investments, risk management and debt management. Ron regularly reviews clients portfolios and policies assessing for changes in objectives and risk tolerance and is known for delivering impeccable service and follow-through.Before joining Martin/Wight, Ron worked as director of operations at HCC, where he led and negotiated strategic business alliances with Banks and Accredited Investors to finance development/investment portfolio.With his diverse market and industry knowledge, he was also responsible for budget planning, financing and asset management, while always keeping an eye on the horizon to anticipate economic climates and market changes.Ron is a board member of Chester River QDMA Co-op and his homeowner association. He earned his Bachelor’s of Science degree in resource management and earned a master’s in Management from West Virginia University.Ron is an outdoor enthusiast and loves deep sea fishing, skiing, hiking and golf. Ron lives in Baltimore with his wife Jen, and their two children, Mason and Ethan. Chris Delaney Financial Advisor 203-644-3770 410-229-9959 [email protected] Before working at Martin/Wight & Co. Chris spent time in the private equity field with Penta Mezzanine Fund in Orlando, FL and then moved to Northwestern Mutual as a financial advisor. Chris now works with physician clients and their practices throughout the country, helping his clients execute appropriate financial strategies. He assists clients with their retirement planning, financial strategies, investments, risk management, and debt management. Chris is passionate about creating long-lasting impactful relationships with his clients and their families through the tackling of complicated financial planning issues.Chris graduated from Wesleyan University in Connecticut, where he skied on the alpine race team. He lives in Manhattan, and in his free time loves to stay active by playing in rec softball leagues, singing, and getting away to ski whenever possible. Philip A. Insley, III, AIF® Financial Advisor 410-773-8373 410-229-9959 [email protected] Phil began working in the financial industry in 1993. He spent many of those years as an institutional equity trader managing risk positions in the markets for several Wall Street firms. After moving into an advisor role with Morgan Stanley in 2010, he decided to join Martin/Wight & Company in 2012.Along with working with his individual clients on their comprehensive planning, Phil also directs Martin/Wight's corporate retirement plan division. He is an Accredited Investment Fiduciary (AIF) and holds the Series 7, Series 66 and Life & Health licenses.Phil graduated from Denison University in 1993 with a Bachelor of Arts degree in Economics.He lives in Towson with his wife and their three children. He enjoys playing golf and being involved with his children's many sports activities. Jake Lanford, ChFC® Financial Advisor 410-842-5682 410-229-9959 [email protected] As the Sales Manager for Martin/Wight, Jake directly manages our team of financial advisors while recruiting new talent to the firm.Prior to entering the financial services industry in 2005, Jake served five years in the Air Force as an officer in the Medical Service Corps. He then joined the Executive Development Program at Massachusetts Mutual Life Insurance Company and worked in various areas of the company. In 2007 Jake joined Martin/Wight and was named Sales Manager in 2010.He earned his Bachelor of Science degree from the US Air Force Academy and a MBA from Babson College. He also holds the Chartered Financial Consultant (ChFC) designation.Jake lives in Cockeysville, MD, with his wife, Anna, and their two daughters. Heather McDonald Registered Representative 410-790-1103 410-229-9959 [email protected] Heather McDonald joined Martin/Wight & Company in 2015 as a financial professional. Heather now works with physician clients throughout the country, specifically focusing on producing disability and life insurance plans. Her goal is to assist physicians in protecting their income and reaching their financial goals. Prior to joining Martin/Wight, Heather sold and managed national business accounts in telecommunications. There she routinely ranked in the top one percent nationwide, she was known for having an excellent reputation with her clients in both product knowledge and customer care.Heather earned her Bachelors of Science degree in Business Administration from William Woods University in Missouri. Heather currently resides in Denver, Colorado with her husband Kevin and their two sons. Heather is an outdoor enthusiast and loves hiking, cycling, and snowshoeing with her friends and family. Stephen W.C. Moran, ChFC® Financial Advisor 410-812-2258 410-229-9959 [email protected] Steve started working in the financial services industry in 2001 when he joined Martin/Wight. He provides comprehensive financial advisory services to help develop long-term financial strategies that are designed to help physicians meet their obligations and reach their financial goals. Prior to joining Martin/Wight, Steve was a mechanical engineer and worked as both a technical sales engineer and a project/design engineer. Steve graduated from Johns Hopkins University in 1993 with a Bachelor of Science in mechanical engineering. He also holds the Chartered Financial Consultant (ChFC®) designation.Steve lives in Phoenix, MD, with his wife, Kerri, and their four children. Steve volunteers for various activities at the kids’ school and enjoys coaching youth soccer and basketball. David E. Rauseo Financial Advisor 410-773-8373 410-229-9959 [email protected] David has been with Martin/Wight throughout his entire financial career and has grown with the company since 2002 as a financial advisor. He builds comprehensive financial planning strategies for his physician and dentist clients throughout the country, helping families reach their long-term financial goals.In addition to working with individuals, David helps medical and dental practices implement their retirement plans and benefit offerings.David earned his Bachelor’s of Science in business administration with a concentration on finance from Towson University. He is an Investment Advisor Representative of MML Investors Services, LLC and is working towards completing his ChFC designation.David lives in Baltimore with his wife, Lauren, their children, Dylan, Liv, Fiona, and their dog, Lucy. When he’s not working, David loves to travel, try out new restaurants, and, above all else, root for the Ravens. Jay Spies, J.D.*, CFBS® Financial Advisor 717-659-2346 410-229-9959 [email protected] Jay began working in the financial services industry in 2001 and joined Martin/Wight in 2011. As a financial advisor with Martin/Wight, Jay focuses on developing comprehensive financial strategies for physician clients and their families throughout the country. His main areas of focus for his clients are the development of retirement plans and investment strategies, in-depth analysis of risk management and debt management, and ongoing portfolio review to assess and proactively adapt to changes.Before joining Martin/Wight, Jay worked with Capital Financial Partners and was a Registered Investment Advisor of Hornor, Townsend & Kent, Inc.He received his Bachelor of Arts from the University of Maryland College Park and went on to earn his Masters in Public Administration from the University of Baltimore School of Public Policy, as well as a Juris Doctorate from the University of Baltimore School of Law. He is a member of the Maryland Bar Association, the York County Chamber of Commerce, and volunteers extensively with the York County Heritage Trust.Jay is a resident of York PA, where he lives with his wife Kristi and their two children, Mason and Harper.* Licensed but not practicing on behalf of MML Investors Services, LLC. or Martin/Wight & Company LLC. Brandon Stone Registered Representative 410-773-8373 410-229-9959 [email protected] Brandon started his career in the financial services industry in 2005, and joined Martin/Wight in 2008. Brandon provides financial strategies for his physician clients throughout the country. His focus is designing and implementing strategies to help his clients reach their long-term goals and objectives.Brandon graduated from Denison University in 2005 with a Bachelor’s degree in biology. Brandon lives in Baltimore with his wife, Lindsey,and their sons, Samuel and Kieran. Brian S. Tawney, J.D.* Financial Advisor 410-251-8798 410-229-9959 [email protected] Brian works with physician clients and their practices throughout the country, helping his clients execute appropriate financial strategies. He assists clients with their retirement plans and planning, financial strategies and investments, risk management and debt management. Brian is known for his client oriented approach and a blended analytical and practical strategy to tackling complicated financial planning.Before joining Martin/Wight, Brian spent a decade practicing law as an attorney in the financial services industry. His experience with complex individual and corporate financial matters, including representing clients in private equity capital raises with multiple classes of stock as well as senior and subordinate secured and unsecured debt facilities, allows Brian to leverage a unique prospective when advising individual clients and physician practices.Brian also previously served on the board of directors for a national, non-profit financial services industry trade association. In that role, his attention to detail, creative thinking skills and ability to distill complicated financial topics into easily understandable terms led to his appointment as the Legislative Director of the national association. As the Legislative Director, Brian became a registered industry lobbyist, testified as a subject matter expert before numerous state legislators and met with state and federal regulators on matters relating to credit and debt.When not on the road meeting with clients across the country, Brian lives in Baltimore, Maryland with his wife, son and daughter.* Licensed but not practicing law on behalf of MML Investors Services, LLC. or Martin/Wight & Company, LLC. Michael P. Ferris, RICP® Financial Advisor 443-841-9061 410-229-9959 [email protected] Mike started his career in the financial services industry in 2014 prior to joining Martin/Wight. He has since earned the designation of Retirement Income Certified Professional (RICP®) from the American College of Financial Services, and uses the knowledge obtained in those courses to assist his clients with comprehensive financial planning.Coming from a family of physicians, Mike understands the long journey and dedication it takes to make a career in the healthcare field. His mission is to reduce the burden of financial planning off your shoulders, so that you can focus on enjoying the life you have worked so hard to achieve.When not working, Mike spends time at his family beach house and farm. He also enjoys playing a round of golf, fishing, and hiking.Mike was a graduate of the University of Maryland, College Park with a degree in Economics. He holds his Series 7, Series 63, Series 65, and Life & Health Licenses. Nicholas Bonomolo Financial Advisor 410-303-4109 410-229-9959 [email protected] Nick began working in the financial services industry in 2014 prior to joining Martin/Wight. He focuses on developing comprehensive financial strategies for physician clients throughout the country and helping families reach their long-term financial goals.Prior to joining Martin/Wight, Nick worked as a financial adviser for MetLife Premier Client Group and holds the Series 7, Series 66, and Life & Health Licenses.Nick earned his Bachelor’s Degree in Economics from Towson University. He currently lives in Baltimore with his wife Tammy. When not working, Nick enjoys playing golf, playing the drums, and traveling. Travis Brown Financial Advisor 443-956-3342 410-229-9959 [email protected] Travis entered the financial services industry in 2001 and joined Martin/Wight & Company in 2018. His professional focus is on comprehensive financial planning strategies including investment advisory and insurance planning services.Travis has dedicated his professional career to helping individuals and businesses plan for financial peace of mind. He set out on this mission after his father, a physician in private practice, became totally disabled. "The disability and the inherent loss of income impacted my family's lifestyle tremendously. This personal experience drives my passion for helping others plan and prepare for life events both expected and unexpected.”He earned his Bachelor’s of Science in Commerce and Business Administration from the University of Alabama and is currently enrolled in graduate school at his alma mater. He will complete his Master’s in Consumer Sciences with a concentration in Family Financial Planning and Counseling in December, 2018 and is scheduled to sit for the CFP exam in 2019.Travis currently lives in Pikesville, Maryland with his wife Heather and their three daughters, Arabella, Aurora, and Seraphina. They are active in the local homeschooling community and seek outdoor adventures whenever possible.