Martin/Wight Associates Martin/Wight Associates listed below: Philip A. Insley, III, AIF® Financial Advisor 410-773-8373 410-229-9959 Phil@martin-wight.com 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 holds the designation of 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® Partner 410-842-5682 410-229-9959 firstname.lastname@example.org 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 Financial Services Representative 410-790-1103 410-229-9959 Heather@martin-wight.com 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 New Hampshire with her husband Kevin and their two sons. Heather is an outdoor enthusiast and loves hiking, cycling, and snowshoeing with her friends and family. David E. Rauseo Financial Advisor 410-773-8373 410-229-9959 email@example.com 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. 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. Brandon Stone Registered Representative 410-773-8373 410-229-9959 firstname.lastname@example.org 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. Anna Lanford Financial Services Representative 410-842-5959 410-229-9959 Anna@martin-wight.com Anna Lanford joined Martin/Wight & Company in 2018 as a financial professional. Anna now works with physician clients throughout the country, specifically focusing on disability and life insurance policies. Her goal is to assist physicians in protecting their income and reaching their financial goals. Prior to joining Martin/Wight, Anna was Director of a nationally ranked Top 10 trail race series called River Valley Run. She also worked as a music teacher. Anna earned her Bachelor of Arts degree in Vocal Performance from Oklahoma City University and a Masters in Music Education from Boston University. Anna currently resides in Monkton, Maryland with her husband Jake and their two daughters. Christopher Shields Registered Representative 215-776-7721 410-229-9959 email@example.com Chris began working in the financial services industry in 2013 and joined Martin/Wight in 2016. Chris assists his clients with their retirement plans, investment strategies, risk management and debt management. Chris credits his success to his passion for creating long-lasting, impactful relationships with his clients and their families through the tackling of complicated financial matters.Chris earned his bachelor’s degree at Temple University in Philadelphia. He currently resides in Philadelphia where he enjoys playing golf, collecting wines from various regions, and cheering on his Philadelphia sports teams! Milton G. "Bo" White, IV Director of Investments 410-294-4559 410-229-9959 Bo@martin-wight.com Bo started his career in financial services in 2002 with Martin/Wight. From 2012-2021 Bo worked in the Private Bank/Trust arena helping high net worth families & Non-Profits build lasting portfolios to meet their needs and philanthropic missions. Bo rejoined Martin/Wight in 2021 as the Director of Investments. He helps build customized investment advisory portfolios for the firm’s clients to meet their stated goals, objectives within their stated risk tolerance. In addition, Bo also works with physician and dentist clients thought the country on comprehensive financial planning strategies.Bo earned his Bachelors of Science in Business Administration with a concentration in Finance from Towson University. He is an Investment Advisor Representative of MML Investors Services, LLC. Bo lives in Towson with his wife, Laura, his sons Miles, Carter, Riley and their daughter Maggie May. When he’s not working, Bo loves to spend time with his family, is an avid golfer & outdoorsman, and loves to snowboard with his children. Rachel Krafft Financial Services Representative 443-846-8250 410-229-9959 Rachel@martin-wight.com Rachel Krafft joined Martin/Wight & Company in 2020 as a financial professional. Rachel now works with physician clients throughout the country, specifically focusing on disability income insurance and life insurance policies. Her goal is to assist physicians in protecting their income and reaching their financial goals. Prior to joining Martin/Wight, Rachel has worked in several different product markets as an Account Manager and Sales Representative. Rachel earned her Bachelor of Arts degree in Communications from the University of Delaware. Rachel currently resides in Phoenix, Maryland with her husband Jeff and their three daughters. Vince Ciavardelli Registered Representative 610-908-7818 410-229-9959 Vciavardelli@financialguide.com Vince began working in the financial services industry in 2019 as a Financial Professional. He works with physicians throughout the country, specifically focusing on producing disability income insurance and life insurance protection strategies. Vince’s main goal is to assist physicians and their families in protecting their income and reaching their long-term financial goals.Vince graduated from Franklin & Marshall College with a Bachelor’s degree in Economics. When he’s not working Vince enjoys playing lacrosse, snowboarding with friends and cheering on his Philly sports teams.