I am a financial advisor for a select group of individuals who aspire to a work-optional lifestyle. We have developed and refined a process to put together all the pieces of your financial puzzle by understanding what's important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to keep you on track. We work closely with your CPA and estate planning attorney to ensure your family will be taken care of as well.
I have lived in Calvert County since 1990 with my wife, Gina. I have two daughters, Brittany and Mandy, both married, three granddaughters and one grandson. When I'm not in the office, Gina and I enjoy traveling and working on my "Honey Do" list.
Focus areas
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
- Wealth Strategies
- Retirement Savings Strategies
- New Investors
Focus Areas
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
- Wealth Strategies
- Retirement Savings Strategies
- New Investors
My Personal Interests
- Baseball
- Football
- Swimming
- Traveling
- Scuba Diving
Personal Interests
- Baseball
- Football
- Swimming
- Traveling
- Scuba Diving
Office Information
Phone Number
Lee Ritter at (410) 257-6827Branch Team
- Cindy Campbell
- Sr. Branch Office Administrator
- Gemma Smith
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
Branch Team
- Cindy Campbell
- Sr. Branch Office Administrator
- Gemma Smith
- Branch Office Administrator
Branch Team
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