Meet the team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our team

R. Steve Staley, CFP^®, MBA

Managing Partner

(410) 309-3664

(410) 312-3157

russell.staley@wealthbridgefp.com

Chris Mooney

Managing Partner

(410) 309-3640

(410) 312-3157

chris.mooney@wealthbridgefp.com

Christopher J. Biddison, CFP®, ChFC®, RICP

Managing Partner

(410) 309-3663

(410) 312-3157

Chris.Biddison@Wealthbridgefp.com

Anne London, CFP^®, CPFA^®, RICP^®

Managing Partner

(410) 309-3620

(410) 312-3157

anne.london@wealthbridgefp.com

Robert Cline, CPA

Partner

Evaline Byers

Executive Assistant

(410) 309-3622

evaline.byers@equitable.com

Shannon Frady

Director of Client Services

(410) 309 -3682

(410) 312-3157

Shannon.Frady@equitable.com

Alexa Fleming

Associate

(443) 204-9391

Alexa.Fleming@equitable.com

Bitsey Polacek

Complex Marketing Manager

Daniel McNulty, CFP®, ChFC®, AIF®

Senior Director of Wealth Management

Frahira Bosques, MBA, SHRM-CP

Sr. Complex Lead Operations Manager

James M. Frank, JD, LLM

Director of Financial and Wealth Transfer Planning

Laura Brown, MBA, SHRM-CP

Complex Operations Officer