Partnering together with you, your accountant, your attorney and other professionals, I help determine the most appropriate financial strategies for you and your family. Together, we can develop wealth strategies, charitable giving and estate and legacy strategies to help you reach your goals.

I attended the University of Maryland, College Park, and graduated with a Bachelor of Arts in psychology. In addition, I achieved the Chartered Retirement Planning Counselor™ designation in 2015 and the CERTIFIED FINANCIAL PLANNER™ certification in 2017. I attended the Heckerling Institute on Estate Planning Conference in 2020, hosted by the University of Miami School of Law. I am an active member of the Anne Arundel Estate Planning Council, Calvert County and Annapolis/Anne Arundel County Chamber of Commerce, as well as a member of the Chesapeake Yacht Club in Shady Side, MD, and the Maryland Grape Growers Association.

I live on a small farm in West River, MD, with my husband, Michael, a travel nurse, and our son, Jonathan, who attends The Calverton School. Most of all, I enjoy spending time with my family. I also enjoy anything outdoors, including tending to my farm, boating and riding my Harley-Davidson.

My job is to partner with you to help uncover what is most important to you and your family and to formulate a strategy to help you get there. We will work together to understand your financial goals and clearly see all aspects of your financial picture, so I can create the appropriate guidance that you feel comfortable with.

I look forward to working with you,
Crystal S. Barker