Once away from work, your cost of living may rise before it falls. New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern is legitimate. Many households “live it up” and...
Why seniors choose them, and what prospective annuity holders should consider. Imagine an income stream you cannot outlive. That sums up the appeal of an annuity. If you are interested in steady retirement income (and the potential to defer taxes), you might want...
Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this article, Canet discusses Tax Efficiency in...
How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions, however, will be taxed at the usual...
Have you ever thought about what would happen to your finances if you lost your spouse prematurely? Most people avoid this topic, and understandably so. We don’t want to dwell on things that cause us emotional distress, but what we don’t realize is that by avoiding...
Steve will provide support for our clients. Steve comes to us with an extensive banking background as a client service representative. In the past, he spent time training and coaching new bank employees. Steve also has a background in sports media, public relations, and marketing.
Steve is a graduate of UMBC where he earned a Bachelor of Arts degree in communications. He resides in Cockeysville, MD with his wife Beth, and two sons; Gavin and Connor. He enjoys fishing, golfing, spending time with family, and traveling. Steve is also a big college basketball fan and lifelong fan of the Maryland Terrapins basketball team.
Faisal Magsi is the newest member of the Prostatis team, bringing nearly eleven years of experience in Financial Services and Investment Management. His professional experiences have allowed him to develop strengths in equity and fixed income investments, wealth management, and financial planning. Faisal completed his MBA with a concentration in Finance in 2014 from Montclair State University and is currently pursuing his CFP designation.
After spending most of his life in the greater New York City area, Faisal relocated to Maryland to settle down with his amazing wife, Rabiyah. When he’s not in the office, Faisal enjoys spending time outdoors, watching football and boxing, perfecting his grilling skills, exploring new restaurants, and spending time with his family and friends. He is excited at the opportunity in getting to know you and helping you reach your financial goals.
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 Canet
Portfolio Analyst
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.
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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.
