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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

Principal

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

Principal

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
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Matt joined our firm in June 2020 as a Financial Advisor. Matt works with clients to provide peace of mind through retirement and financial planning.

Matt Kline

Financial Advisor
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Lauren joined our firm in July 2019 as the Director of Client Engagement. She helps walk our new clients through the new client engagement process.

Lauren Dobzinski

Director of Client Engagement
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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
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Katie started at CFA after working for a tax firm CFA acquired in 2018. Katie is an Accounting Associate that helps clients with bookkeeping, payroll, and accounting.

Katie VanVeldhuizen

Accounting Associate
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Colleen joined CFA in 2019 as the Director of Finance. Colleen's time away from the office is spent hiking through Loch Raven Reservoir with her husband, two daughters, son, and dog Gary Williams.

Colleen Williams, CPA

Director of Finance
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Michelle joined CFA in 2018 as a Client Service Associate and when she's not working, she spends much of her time with family and traveling.

Michelle Koehler

Client Service Associate
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Laura joined as CFA's new CPA and Tax Manager in November 2021. Laura assists clients with tax planning, tax strategy, and tax preparation.

Laura Jagdman, CPA

Tax Manager

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
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Austine joined CFA in September 2020 as a Receptionist and has quickly grown in her role to Client Service Associate. Austine is a familiar and friendly voice to our clients.

Austine May

Client Service Associate
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Lindsey joined CFA's team in November 2021 as a Tax and Accounting Specialist.

Lindsey King

Tax & Accounting Specialist