Our Team

Tom founded the firm in May 1998 as an independent investment firm specializing in providing individuals, families, small businesses and institutions with unbiased investment management and financial planning advice.

Tom Taylor CPA/PFS


Tim joined our firm from T. Rowe Price in March 1999 as a portfolio manager and is responsible for overseeing the firm’s investment advisory practice which includes investment management of taxable and non-taxable accounts and planning services for retirement, estates, trusts, endowments and income taxes for the firm’s clients.

Tim Mudd


Craig joined our firm in February 2014 as a Financial Advisor. His primary responsibility is to provide financial planning and investment management, under the same philosophy as the principals of Chesapeake Financial Advisors.

Craig Pohl

Senior Financial Advisor

As a result of our merger with Investment Resource Group, Ltd, Dottie Schmitt is now a part of our team. Dottie has been an independent financial advisor for over 31 years in the Baltimore community and her tenure and expertise in serving her clients will not only continue but also enhance the service we bring to all clients.

Dottie Schmitt

Senior Financial Advisor

Katie joined our firm in April 2010 as an Associate. She is an experienced operations manager and has held senior level operations roles within local financial services companies. Katie leads our Operations Team and is responsible for ensuring clients receive white glove client service.

Katie Smith

Director of Client Services

Lisa joined our firm in July 2015 as an Administrative Assistant. She helps our Operations and Advisory team with client service and general office workflow.

Lisa Barnaba

Client Service Associate

Pam is joining us through our merger with Investment Resource Group, Ltd as a Client Service Associate.  As the Operations Administrator and Office Manager with IRG, her experience will provide heightened support to our entire team.

Pam Drake

Client Service Associate