Apr 27, 2018
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...Apr 24, 2018
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...Apr 17, 2018
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...Apr 16, 2018
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...Apr 3, 2018
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...
Derrick has started working with the company in 2022 as our Client Service Associate. Most of his professional career has been dedicated to helping clients achieve financial objectives such as saving for and living comfortably in retirement, building education savings, and more. He loves working for a mission driven company that puts their clients’ needs first, and helping clients achieve their short – and long-term financial goals through sound financial planning strategies.
His areas of focus include asset management, estate planning strategies, retirement planning, and income strategies. He earned a bachelors degree in political science from Towson University, and is working towards a master’s degree in personal financial planning.
He is originally from the Washington DC area, but now he resides in Annapolis, MD. In his free time, he enjoys exercising, playing sports, being outdoors, and traveling.
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.
Austin has started working with the company in 2022 as our client communications/marketing coordinator. He has about 2 years of experience working in the marketing field doing many different types of marketing such as fundraiser, research, social media, logistics, email, and many more!
He will be working in our company with areas including social media, analytics, and lead communications. Austin graduated from the University of Maryland, Baltimore County with a Bachelors in Media and Communication Studies. He also holds an Associates Degree in General Studies from Howard Community College.
In his spare time he likes to go collect a wide range of comic books, spend time with his partner Heather, and tries to travel to other states and/or countries every chance he gets.
Email: austin@prostatisfg.com
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.
Email: sarah@prostatisfg.com
With 10 years of experience in the financial field in a variety of positions, Travis is excited to be joining the Prostatis team.
A native of Florida, he served two enlistments in the Marine Corps before settling in Maryland.
In his off time, he enjoys working with his bonsai trees, riding his 2007 Triumph motorcycle, fishing, and Trap shooting.
Email: travis@prostatisfg.com
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 spends her free time giving back to the community by providing counsel for people in recovery.
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
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 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
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.
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.
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.
