Nov 25, 2015
Thinking about the new Self + 1 now available during open season? Blue Cross-Blue Shield’s standard plan will offer three options: Non-postal workers will pay $100.18 biweekly for the self-only option; $238.24 for the family plan and $231.31 for the S+1 option. The...Nov 11, 2015
This is part of a series we’ll be releasing over the next few months highlighting soft dollars, hidden fees, and “kick backs” companies may receive when offering investment products to clients. This week we’ll be looking at Edward Jones, and...Nov 11, 2015
The positive employment report last Friday sent shock waves through the markets that continued reverberating yesterday. Before the jobs number, even though Fed officials had expressed their intent to raise rates in 2015, the constant drip of negative economic numbers...
Sarah Malomo joined our team earlier this year as our Client Relations Coordinator in Towson. Sarah moved to the U.S. in 2019 from England. She is currently attending Towson University majoring in Economics and pursuing a minor in Accounting. She has two roles here at Prostatis, she is the front desk gatekeeper for tax season in our Towson office and she assists Dawn and Adrienne with client support. She enjoys watching movies, going for walks, and sleeping.
Jessica Smeby joined Prostatis in 2021, as our Client Relations Coordinator. Striving to provide our clients with the best experience, she is the first face you will see when you walk through our door in Hanover. Jessica is the person who keeps all those tax preparers, folders, documents, vaults, portals, emails, electronic filings, signatures, faxes, mail and all the other moving parts involved in tax season together. Outside of work, Jessica enjoys traveling and spending time with her family. She is truly loving the adventure of being a new mom!
Brian joined Prostatis in 2018 as a client service assistant. He supports Katherine and the planning team with the new client onboarding, transfers, and ongoing client services. Brian studied applied mathematics at Indiana University of Pennsylvania. He currently resides in Glen Burnie, Maryland, and when he isn’t working, enjoys gaming, music, and spending time with his family.
Email: brian@prostatisfg.com
Cierra joined Prostatis in 2014 as our Client Relations Coordinator and now works with our team overseeing compliance.
She resides in South County, MD with her husband and son, Brayden. Summer nights by the bay, grilling outdoors, and monthly game nights are a few of their favorite ways for spending time together as a family.
Email: cierra@prostatisfg.com
Rosanne Schaeffer joined the Prostatis team in 2014. She is the bookkeeper for the firm and has over 10 years of bookkeeping experience. She is a QuickBooks Pro advisor, proficient in Xero, and has her bachelor’s degree in accounting. In her free time, Rosanne enjoys camping with her family, gardening, and taking part in mud races.
Lawrence joined the Prostatis team in 2020 as a paraplanner. He supports Katherine and the planning team with ongoing client investment services and case design for new and existing clients. Lawrence graduated from Salisbury University with a bachelor’s in communications and business management. When not at work, he enjoys boxing, basketball, sartorialism, and spending time with his family.
Michelle recently joined Prostatis to help open our new office in Melbourne, Florida. She spent over 20 years as a contractor before changing careers and becoming an income planning specialist with Prostatis. Michelle works closely with founder Michael Canet in creating income plans for clients in central Florida. She is active with our local chamber. Michelle has a son, Josh, and lives in Viera with her husband, Chuck.
Aliah graduated from the University of Maryland Eastern Shore with a bachelor’s degree in finance. Outside of work, Aliah is currently pursuing her master’s at Towson University. She also enjoys binge-watching shows on Netflix, running her E-commerce business, and spending time with family and friends.
Dawn joined our Prostatis team in 2012 and now manages all of our new prospective clients from radio, television, referral, and workshop presentations. She is the head of the welcoming committee for all new prospective clients joining the Prostatis family. Rest assured that when Dawn is not hard at work, she is spending time with her family or with your fur family, grooming dogs. She recently got married to her middle school sweetheart and spends her free time giving back to the community by providing counsel for people in recovery.
Adrienne is one of longest-employed member of the team at Prostatis Financial. She helps Michael and Ryan run the business and is dedicated to serving our clients. She oversees all our offices and is available for our clients’ questions regarding taxes and estate planning. Adrienne is a Maryland-licensed tax professional and personally believes in providing exceptional customer service that exceeds our clients’ expectations. Adrienne has 20-plus years of experience in the customer service arena and holds a Bachelor of Arts in psychology. When she’s not busy at work, she is at home scrapbooking, playing tennis, or spending time with her family.
