advisers


  • Brandon Arvon
  • * Matthew Biggs
  • Mike Diaz
  • * H. Stan Evans
  • * Todd H. Evans
  • * Paul Friedman
  • Kathryn Green
  • William “Bill” Heimrich
  • * Rick Hellberg
  • * John Hilmer
  • Brian MacInnis
  • * Gary Melnick
  • Anu Patel
  • Daniel Rappa
  • * Mark Rohrbaugh
  • * Brian Rosenbaum
  • * Ryan Salah
  • * Christina H. Snyder
  • * Bert Spittel
  • Fran Walsh
  • * Bruce Wilson

Brandon Arvon

Financial Adviser


AspireWealth Planners is committed to helping individuals grow and preserve their wealth across generations in the Mid Atlantic region andDC Metro marketplace. Our wide range of services helps ensure individuals, families, and business are protected and financially prepared for the future. As a Financial Adviser at AspireWealth Planners, Brandon is responsible for leveraging his existing relationships in the Maryland and DC marketplaces, as well as, expanding our services and solutions to help ensure our firm is the leading holistic wealth planners in our region.

Before beginning his career in Financial Services, Brandon worked as a Sales Agent in the Real Estate Industry. At AspireWealth Planners, Brandon will focus on the following targeted markets: small business, real estate industry, and the millennial marketplace. Brandon approaches every client with a commitment to uncover their financial goals. In an economy where change is constant, Brandon helps offer a blend of stable and innovative products that provides clients with the quality and value they need to protect their financial future.

Brandon graduated from the University of Maryland with a Bachelor's Degree in Political Science and Government. During his time away from work Brandon enjoys spending time with his friends and family.


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* Matthew Biggs

Financial Adviser


Prior to beginning his career in Financial Services, Matt enjoyed a successful 15 year career in the construction industry where he specialized in financial analysis, budgeting, and strategic planning. During his tenure, Matt was instrumental in building many long lasting client relationships fostered by trust and superior customer service.

As a Financial Adviser, Matt strives to help clients achieve financial security and independence, as well as, deliver an unprecedented level of personalized service thereby creating clients for life.

Mike Diaz

Financial Adviser


As a Financial Adviser at AspireWealth, Michael is responsible for leveraging his existing relationships in the Philadelphia region, as well as, expanding our services and solutions to help ensure our agency is the leading holistic wealth planners in our communities.

Michael’s mission is to serve his clients in a fair and ethical manner; he continually strives to help protect his clients and their families’ financial security. Michael recognizes that his client’s needs and priorities will continue to evolve over time, and he is committed to assisting each client throughout all of life’s stages. Prior to joining AspireWealth, Michael gained industry experience by serving as an Insurance Agent with Bankers Life and Causality Company. At AspireWealth, Brandon specializes in helping his client’s obtain life insurance and retirement solutions.

Born and raised in Audobon, PA, Michael earned his Bachelor’s degree from Drexel University. Michael currently resides in Conshohocken, PA. During this time away from work, Michael enjoys travelling, cheering on local sports teams, and exercising outside.

* H. Stan Evans

Financial Adviser


Stan Evans, CFP® now celebrates his thirty-fifth year in the insurance, investment and financial planning business. As a Certified Financial Planner™, Stan specializes in small business and professional markets in addition to personal and business financial planning.

Along with three partners, Stan formed Capital Financial Benefit Solutions, LLC in 2006 and was formerly a partner of the Maryland Agency Financial Group for twelve years. As a Partner of Capital Financial Benefit Solutions, Stan’s stated objective is to advise clients on prudent insurance and investment decisions, so they can to protect and maximize their wealth on a tax-efficient basis. Stan previously sat on the Board of Directors for the National Association of Insurance and Financial advisers of Baltimore for two separate terms and has been a Penn Mutual leader and qualifier of Penn Mutual’s elite agent club.

A graduate of Towson University and a committed professional in the financial planning arena, Stan has achieved many milestones in the financial planning industry, including Million Dollar Round Table, *Court of the Table, HTK Broker Dealer Peak Performance. He has been awarded *“Agent of the Year’” on several occasions and is a consistent Golden Eagle and Royal Blue Producer with Penn Mutual. He treats all clients with a straightforward, common-sense approach to financial planning. When you retain Stan to represent your insurance and financial needs, you will be adding an experienced and dedicated professional to your team!



*These achievements does not evaluate the quality of services provided to the clients. These achievements are not indicative of the registered rep’s future performance.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

* Todd H. Evans

Financial Adviser


Todd was born and raised in Baltimore, Maryland. He attended Virginia Wesleyan College, where he played collegiate lacrosse and was selected to the First-Team All-ODAC, First-Team All-Virginia, Captain of the team for two seasons, and received the Leadership Award for the College. Todd graduated in 2007, with a Bachelor of Science degree in Business Administration and Economics. Todd continues to be an active member of the Virginia Wesleyan College Men’s Lacrosse Alumni Association, and also participates in many community service efforts.

Todd holds licenses in Maryland to provide Life, Health, Disability, and Long Term Care insurance. His passion and commitment to helping individuals, as well as businesses achieve their goals, happens through a customized process where his main objective is to advise clients on prudent insurance decisions so they can to protect and maximize their wealth on a tax-efficient basis.

* Paul Friedman

Financial Adviser


AspireWealth Planners is committed to helping individuals grow and preserve their wealth across generations in the Mid-Atlantic region and DC Metro marketplace. Our wide range of services helps ensure individuals, families, and businesses are protected and financially prepared for the future. As a Financial Adviser at AspireWealth Planners, Paul is responsible for expanding our services and solutions to help ensure our firm is the leading holistic wealth planners in the communities we serve.

Prior to beginning his career in Financial Services, Paul served as a Restaurant Owner/Operator for 20 years. At AspireWealth Planners, Paul strives to understand the goals and objectives of each client and helps to achieve them through education, strategic partnerships, and leveraging our wide array of services and solutions. Paul’s mission is to continually strive to help protect his clients financial security. Paul recognizes that his client’s needs and priorities will continue to evolve over time and he is committed to assist-ing each client throughout all life’s stages.

Paul is a graduate of Penn State University, and enjoys spending time with family, playing softball, golf, and tennis, cooking, exercising, and travelling. Paul currently resides in Newark, DE with his two daughters, Alyssa and Shaena, and his dog, Tucker.

Kathryn Green

Financial Adviser


Kathryn will serve as an Emerging Adviser for our firm and will be responsible for enhancing her skills as a Financial Adviser for our firm through our Fellowship Program and training platform, as well as, strategically leverage her existing relationships and obtain new introductions though a targeted new client acquisition action plan. Additionally, Kathryn will strive to serve as an advocate for our firm to expand our brand, our services, and our solutions to help ensure that our firm is the leading holistic wealth planners in our marketplace.

Kathryn is a young and driven individual who is intensely seeking to assist others in their financial success. Kathryn is a recent graduate from Liberty University where she received her Bachelor’s Degree in Business Administration with a focus in Financial Planning. Kathryn previously served as an Intern at Morgan Stanley and a Customer Service Representative at Susquehanna Bank.

Kathryn resides in Westminster, MD and enjoys playing the viola and piano, horseback riding, hiking, and photography.

William “Bill” Heimrich

Financial Adviser


AspireWealth Planners is committed to helping individuals grow and preserve their wealth across generations in the Mid-Atlantic region and DC Metro marketplace. Our wide range of services helps ensure individuals, families, and businesses are protected and financially prepared for the future. As a Financial Advisor at AspireWealth Planners, Bill is responsible for expanding our services and solutions to help ensure our firm is the leading holistic wealth planners in the communities we serve.

Bill comes to AspireWealth Planners with 3 years of experi-ence was previously working with New York Life. Prior to joining the Financial Services Industry, Bill worked for 30+ years in Sales Management and Regional Management for the Logistics Industry.

At AspireWealth Planners Bill strives to understand the goals and objectives of each client and helps to achieve them through education, strategic partnerships, and lever-aging our wide array of personalized services and solutions. Bill’s mission is to continually strive to help protect his clients financial security. Bill recognizes that his client’s needs and priorities will continue to evolve over time and he is committed to assisting each client throughout all life’s stages.

Bill is a lifetime resident of Maryland. He currently resides in Severna Park with his wife, Carolyn, and has proudly been a Severna Park resident for 35 years.

During his time away from work, Bill’s interests include golf, football, and spending time with his grandchildren, Dominic and Amelia.

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* Rick Hellberg

President and CEO, PeterAlexander


Rick serves as the President of Peter Alexander an associate agency of Penn Mutual’s Maryland Agency, locally known as AspireWealth Planners. AspireWealth strives to be one of the leading holistic wealth planners in our communities– committed to becoming the premiere resource for wealth accumulation and preservation in the Chesapeake Bay Region and DC Metro marketplace. Rick will help the agency expand its footprint in the Greater Philadelphia and Central Pennsylvania regions.

* John Hilmer

Financial Advisor


AspireWealth Planners is committed to helping individuals grow and preserve their wealth across generations in the Mid-Atlantic region and DC Metro marketplace. Our wide range of services helps ensure individuals, families, and businesses are protected and financially prepared for the future. As a Financial Advisor at AspireWealth Planners, John is responsible for expanding our services and solutions to help ensure our firm is the leading holistic wealth plan-ners in the communities we serve.

John comes to AspireWealth Planners with 8 years of experience in the Financial Services industry. At AspireWealth Planners John strives to understand the goals and objec-tives of each client and helps to achieve them through education, strategic partnerships, and leveraging our wide array of personalized services and solutions. John’s mission is to continually strive to protect his clients financial security. John recognizes that his client’s needs and priorities will continue to evolve over time and he is committed to assisting each client throughout all life’s stages.

During his time away from work, John enjoys bowling, hockey, and golf. He is a graduate of St. Marks High School and obtained his Bachelor’s Degree from the University of Delaware. John currently resides in Middletown, DE with his wife, Amanda, and their two sons, Cole and Colin.

Brian MacInnis

Financial Adviser


AspireWealth Planners is committed to helping people grow and preserve their wealth across generations in the Chesapeake Bay region and DC Metro marketplace. Our wide range of services helps ensure individuals, families, and businesses are protected and financially prepared for the future. As a Financial Advisor at AspireWealth Planners, Brian is responsible for leveraging his existing relationships in the Delaware marketplace, as well as, expanding our services and solutions to help ensure our agency is the leading holistic wealth planners in the communities we serve. Additionally, Brian strives to understand the goals and objectives of each client and helps to assist them achieve those goals through education, strategic partnerships, and leveraging our services and solutions to help his customers achieve financial independence throughout all life’s stages.

Prior to joining AspireWealth Planners, Brian gained 6 years of industry experience by serving as a Life Insurance Specialist with State Farm. At AspireWealth Planners Brian will serve as an advocate for our firm to help expand our brand, our services, and our solutions to ensure that our firm is the leading holistic wealth planners in the communities that we serve.

Brian currently resides in Downingtown, PA with his wife and two children. Brian enjoys watching the NFL and College Football, and closely follows High School and College Wrestling. In addition to being an avid sports fan, Brian enjoys spending time with his family, cooking, fishing, and boating.


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* Gary Melnick

Principal, Melnick Rosenbaum Wealth Management


Gary S. Melnick, CLU, ChFC* is a Principal with the Melnick Rosenbaum Wealth Management, a financial services and employee benefits practice in Hunt Valley, Maryland. Melnick-Rosenbaum Wealth Management is an affiliate of MRG Financial, LLC. As a Chartered Financial Consultant, Gary has been a respected member of the insurance and financial services community for 34 years. He specializes in personalized retirement distribution strategies and estate planning, in addition to employee benefit planning for small/medium business and professional markets. As a financial professional and benefits broker, Gary has a strong commitment to his clients. He has built his practice through client-based referrals. A graduate of the University of Maryland, he has completed post-graduate studies at the American College achieving certifications as a Chartered Financial Consultant and a Chartered Life Underwriter

Gary is a 30 Year member of The Million Dollar Round Table, achieving Court of the Table and Top of the Table qualifications and is a Silver Knight of the MDRT Foundation.* He has been involved in many industry organizations and serves on numerous community boards. He is an active member and former president of the Penn Mutual Producer’s Advisery Council. A recognized leader in the insurance and financial industry, Gary has served as president of the National Association of Insurance and Financial advisers (NAIFA) at both local and state levels. He is also a former member of the American College Alumni Board.

For Gary, his family and friends provide the foundation for his success. His business goal is to help clients “make work optional” and he motivates them with his own personal confidence and low-key approach. He has been married for 37 years to wife Randy, has two grown children, Kimberly and Matt, and four grandchildren.



*These achievements does not evaluate the quality of services provided to the clients. These achievements are not indicative of the registered rep’s future performance.

Anu Patel, RICP

Financial Planner and Investment Adviser Representative of HTK


AspireWealth Planners is committed to help individuals, families, and businesses grow and preserve their wealth across generations in the Chesapeake Bay region and DC Metro marketplace. Our wide range of services helps ensure our customers are protected and financially prepared for the future. As a Financial Advisor at AspireWealth Planners, Anu is responsible for understanding the goals and objectives of each client and helps assist them achieve those goals through education, strategic partnerships, and leveraging our services and solutions as holistic wealth planners in the communities we serve. Anu strives to serve as an advocate for her customers to deliver proactive and responsive service to her clients and help them manage and track their progress toward meeting their financial goals throughout all life’s stage.

Anu comes to AspireWealth with 28 years of industry experience. Prior to joining AspireWealth Planners, Anu worked as a Financial Services Representative for First Investors Corporation. Most recently, worked as an Investment Advisor Representative with Mass Mutual for just over 7 years. During her role as an Investment Advisor Representative Anu and her team of resources helped clients make better financial decisions by identifying their goals and designing a custom, comprehensive approach to accumulate and preserve their wealth.

At AspireWealth, Anu and her team will analyze each client’s unique financial snapshot and use that information to identify their financial goals and design strategies to promote financial independence now and in the future. By leveraging our experienced advisers and resources along with a network of strategic alliances including legal and tax professionals, we are well positioned to provide holistic solutions to individuals, families, and businesses based upon their needs.

Together, we collaborate to determine the resources necessary to engage in order to help support the client’s vision and agreed upon strategies. Our team is proud to provide a structured and disciplined service model with ongoing touch points and reviews to help Anu and her customers foster long lasting and valuable relationships. Additionally, we use sophisticated planning software to enable us to build comprehensive plans and use this platform as a tool to monitor and track our client’s progress.

Everyone has a unique economic situation and Anu feels that a personalized, holistic approach to each situation is essential to establishing the right financial strategy for each client. Anu’s mission is to customize an integrated plan for each client that emphasizes safety and sustained growth.

Anu is graduate of the University of Maryland College Park with a Bachelor’s Degree in Finance and Economics. Also, she is affiliated with two prominent industry focused organizations: Million Dollar Roundtable and Women in Insurance and Financial Services.

Anu and her husband, Christopher, currently reside in Brookeville, MD with their daughter, Maya.



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Daniel Rappa

Financial Adviser

* Mark Rohrbaugh

Financial Adviser


Mark will serve as a Financial Adviser for our firm and will be responsible for leveraging his existing relationships in the Baltimore/DC marketplaces but in York County as well. Additionally, he will strive to expand our services and solutions to help ensure that our firm is the leading holistic wealth planners in our geography.

Mark began his career in Financial Services at Aflac as a Sales Agent and also worked at Prudential as a Financial Professional Associate. Mark holds his Life & Health, Series 6, 63, 65, and Property and Casualty licenses. Prior to joining the Financial Services Industry, Mark worked in the Auto Repair business for over 30 years. Mark received many awards and accolades in sales and achievement during his tenure in Auto Repair and Advanced Auto Parts. At AspireWealth Planners, Mark will focus on the following target markets: small business, divorce, auto industry, and retirement planning.

Mark was born and raised in York County and currently resides in Red Lion, PA. He has 2 daughters and 5 grandchildren. During his time away from work, he enjoys golfing, fishing, antiquing, bicycling, kayaking, hiking, and riding motorcycles.

* Brian Rosenbaum

Principal, Melnick Rosenbaum Wealth Management


Brian Rosenbaum*, is a Certified Financial Planner™ and a Principal with Melnick Rosenbaum Wealth Management, a financial services and employee benefits practice in Hunt Valley, Maryland. Melnick Rosenbaum Group is an affiliate of MRG Financial. LLC. Brian is committed to helping his clients identify and achieve their financial goals. He specializes in portfolio design and customized retirement income distribution strategies. In addition to investment planning, Brian works to help clients understand their personal exposure to various financial risks. Risk management coupled with discovering clients’ core values allows for the creation of holistic financial plans designed to meet their needs.

Brian is a member of The National Association of Insurance and Financial advisers (NAIFA) and a perennial qualifier of the Million Dollar Round Table (MDRT). He is a past NAIFA executive board member and is now in his 15th year in the financial services community. Brian holds a registered principal registration through HTK and became the Securities Specialist at our firm in 2002. A graduate of Pacific Lutheran University in Washington State, he earned his Certified Financial Planner™ designation from the Certified Financial Planner Board of Standards in 2005. Brian’s emphasis on educating and empowering clients has lead to a growing financial planning practice supported by referrals from clients, and his strategic partners.

A native of Montana, Brian came to Baltimore in 1995. He resides in Hunt Valley and has two children, Emily (age 13) and Andrew (age 10). Brian is passionate about his family, friends and building and maintaining relationships with his clients.

* Ryan Salah

Financial Adviser


AspireWealth Planners is committed to helping people grow and preserve their wealth across generations in the Chesapeake Bay region and DC Metro marketplace. Our wide range of services helps ensure individuals, families, and businesses are protected and financially prepared for the future. As a Financial Professional at AspireWealth, Ryan is responsible for expanding our services and solutions to help ensure our agency is one of the leading holistic wealth planners in our communities.

Prior to joining AspireWealth as a Financial Adviser, Ryan worked as an AspireWealth Intern for the agency. During his internship, Ryan focused on training in areas such as networking, case design, and underwriting. Before beginning his career in financial services, Ryan served as an On-Site Supervisor for BMS CAT. During his time there, Ryan provided restoration services to commercial businesses throughout the Mid-Atlantic area.

Born and raised in Rockville, Maryland, Ryan graduated from Stevenson University earning his undergraduate degree in Business Administration. During his time away from work, Ryan enjoys spending time with friends and family, attending concerts and sporting events, and also playing recreational sports. 

* Christina H. Snyder

Financial Planner & Wealth Adviser


Christina Hester Snyder is a CERTIFIED FINANCIAL PLANNER™ and Wealth Adviser with AspireWealth Planners. Prior to joining AspireWealth Planners, Christina worked for 15 years as a relationship strategist and senior trust advisor with PNC Wealth Management, assisting high-net worth clients with complex estate, tax and financial planning needs. Christina has more than 20 years of experience in the financial services industry, specializing in trust administration, retirement options, estate conservation, insurance and business planning. As a wealth adviser, Christina is dedicated to helping her clients by educating them and enhancing their financial intelligence, and helping them develop a financial plan that goes far beyond the investment component. Christina believes in a comprehensive approach that addresses all facets of planning, including wealth transfer, insurance, taxes, investments, retirement, risk management and business planning. She works in concert with her clients’ other trusted advisors to synthesize their strategies rather than having them operate in silos. Christina takes pride in delivering proactive and responsive service to her clients, and helping them understand, manage and track their progress toward meeting their financials goals and objectives.

Christina graduated from the University of Baltimore with a Bachelor of Science degree in Business with an emphasis in International Business. She earned her Certified IRA Services Professional (CISP) certification in 2011 and her Certified Financial Planner (CFP) designation in 2015. She also holds her Life & Health Insurance licenses, series 7, 66 and series 63. Christina is an active member of the Financial Planning Association (FPA), Baltimore Estate Planning Council (BEPC), the National Association of Estate Planners & Councils, the NAEPC Foundation, the Estate and Gift Tax Study Group, the Pratt Contemporaries – Enoch Pratt Free Library and the Baltimore Symphony Orchestra (BSO) Planned Giving Advisory Council. She is a past Board Member of the Pratt Contemporaries.

Christina is the current President and past Board Treasurer of the Women in Insurance & Financial Services (WIFS), the Maryland Chapter. WIFS is a national organization whose mission is to attract, develop and advance women in their professional careers. She is a current Board Member and Treasurer of the Starboard Society, a nonprofit that helps Maryland families who are faced with financial hardships. She is also a member of the Life Planning Resources (LPR), a professional association that educates the public on necessary financial and elder care issues. Christina served as a committee member for the Rappel for Kidney Health to raise awareness for Kidney disease. She was also part of the 2012 Business Volunteer Maryland GIVE program, a ten-month leadership program that focuses on civic leadership, volunteerism, business involvement, and increasing awareness of the key issues facing our community.

From her various acts of civic leadership and community service, Christina has been awarded high praise from a local publication, The Maryland Daily Record, for her personal and professional accomplishments and commitment to inspiring change in the community.


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* Bert Spittel, CLU ®, ChFC ®

Financial Adviser


Bert Spittel, CLU, ChFC is a Senior Adviser with AspireWealth Planners in Hunt Valley, Maryland. As a Financial Adviser with thirty years of experience, Bert specializes in small business and professional markets in addition to personal wealth management.

A graduate of the University of Baltimore, and a member of the National Association of Insurance and Financial advisers (NAIFA), Bert has achieved numerous honors including Million Dollar Round Table, National Quality Award and Sales Leader Awards from various life insurance companies.* He completed his advanced degrees in 1998 and his approach is the same with all clients; get all pertinent information and then recommend what the strategy he would personally pursue given their circumstances.

Having always lived in the Baltimore area, Bert currently lives in Ellicott City with his children, Johanna and Jared.

Bert is a Registered Representative and Investment Adviser Representative of HTK.



*These achievements does not evaluate the quality of services provided to the clients. These achievements are not indicative of the registered rep’s future performance.

Fran Walsh

Financial Adviser


Fran will serve as an Emerging Adviser for our firm and will be responsible for not only enhancing his skills as a Financial Adviser, but also levering his existing relationships and obtaining new strategic relationships in the markets we serve. Additionally, he will strive to expand our brand, services, and solutions to help ensure that our firm is the leading holistic wealth planners in our marketplace.

Last year, Fran served as our very first Pathways Intern in our Delaware office. Fran is a recent graduate from Villanova University where he obtained his Bachelor’s Degree and served as a student athlete on the Football team. Fran is currently working on his MBA at Villanova University. He is incredibly involved in his community and serves as a member of the Athletes Helping Athletes organization, participates in the National Brain Tumor Society, and is involved in the Andy Talley Bone Marrow Foundation.

Fran was born and raised in Warrington, PA. He enjoys playing sports, spending time with friends and family, and relaxing at the beach.

Bruce Wilson

Financial Adviser


As a Financial Adviser at AspireWealth Planers, Bruce is responsible leveraging his existing relationships in the Baltimore/DC marketplaces, as well as, expanding our services and solutions to help ensure our agency is the leading holistic wealth planners in our region. Bruce has a long successful track record in the financial services industry both as an Adviser and in IT management.

Bruce began his career in Financial Services as a Financial Professional Associate at Prudential where he earned his Life & Health, Series 6, 63 and Property and Casualty licenses. Previous employment careers included being the General Manager for a local startup pickle company and as a Director for Quality Assurance & Testing and Applications Development for a large financial services company. At AspireWealth Planners, Bruce specializes in the following target markets: small businesses, retirement planning, Millennials and Property & Casualty.

Bruce was born and raised in Baltimore County. He graduated from Catonsville Community college. He later attended Control Data Institute where he earned his programming and operations designation and went on to a 30+ year career in the Information Technology field.

Bruce currently resides in Hampstead with his wife, Cynthia. He has 2 grown daughters and 4 granddaughters. During his time away from work Bruce enjoys watching sports, boating on the Chesapeake Bay and travelling with family and friends.

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