Our Team
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
Senior Financial Advisor

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

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

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

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

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

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

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
Director of Client Services

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

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