When you look at your overall financial picture, what do you see? Do you see a unified, strategic, and focused portfolio with every piece of the puzzle working together to get you to a specific goal? Or, do you have a 401(k) here, an IRA there, a life insurance policy...
How separate (or intertwined) should your financial lives be? Some spouses share everything with each other – including the smallest details of their personal finances. Other spouses decide to keep some individual financial decisions and details to themselves, and...
The basics on capital gains & deductions. Buying or selling income property has definite tax consequences. A taxpayer should clearly understand them, whether he or she intends to acquire a property or put one on the market. A sale of income property incurs either...
The available data is more encouraging than discouraging. Women 35 and younger are often hard-pressed to save money. Student loans may be outstanding; young children may need to be clothed, fed, and cared for; and rent or home loan payments may need to be made. With...
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.
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.
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.
Please Complete The Form Below To Download 7 Reasons Why Successful Investors Choose Fiduciaries Handout.
Please Complete The Form Below To Download The Secure Acts Facts Handout.
Please Complete The Form Below To Download The Legacy Checklist Handout.
Please Complete The Form Below To Download The Long-term Care Infographic Handout.
Please Complete The Form Below To Download The My Retirement Handout Kit
Please Complete The Form Below To Download The Milestones To Retirement Handout.
PLEASE COMPLETE THE FORM BELOW TO DOWNLOAD THE 2020 INCOME TAX ORGANIZER.
Free Download
Please Complete The Form Below To Download “surviving The Perfect Storm”
Aliah Hemby
Client Service Manager
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 Kimble
Director Of Guest Experiences
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.
