Our team of thought leaders bring over 75 years of industry experience and a commitment to customer service. We take the time to work with our clients to help them pursue their financial goals so they can focus their valuable time on family, career aspirations and retirement.
Eric K. Bressman, CFP®
A CERTIFIED FINANCIAL PLANNER™ professional with over 16 years of industry experience, I help clients make smart choices with their money using a values-based, goal oriented financial planning process.
Offering a first-class experience for my clients, I help individuals, military and government families, and business owners gain control of their complex financial challenges. As a retired United States US Navy Supply Corps Officer, I understand the importance of having a carefully established roadmap for a client’s current financial plan. This enables our team to concretely evaluate progress toward the intended goals and determine the client’s overall commitment to following the plan.
By collaborating with your own tax and legal consultants as well as my team of skilled professionals, I will work with you to construct a comprehensive and personalized financial plan that addresses your needs, lifestyle, goals and life phase. Acting as a fiduciary, I put my clients’ needs first and always act in their best interest. As an independent advisor, I am free to recommend only those products and services that address my clients’ needs.
C. Sabine Bressman, RICP®
Director of Operations
A Director of Operations with over 20 years of industry experience, I specialize in helping middle and upper income individuals, families and business owners pursue their idea of financial security. I am especially focused on helping the Federal and Military market. I understand the benefits and challenges of these individuals and families very well being the wife of a retired military officer.
Working with our talented team as well as your own tax and legal consultants, we provide a holistic financial plan that seeks to identify opportunities, manage risk, protect and grow your wealth, and efficiently transfer a meaningful legacy to those people you love, and/or to those organizations you value.
Our client-centric approach allows for your goals, objectives, and risk tolerance to be properly considered and managed. As your needs or situation changes, our team provides up-to-date information to assist you in making prudent decisions regarding your financial future. We will be there proactively for quarterly meetings to track progress, help fulfill financial goals and be by your side thru life changes and financial challenges.
Acting in a fiduciary capacity, we put your needs first and always act in your best interest. As an independent advisory firm, we are free to recommend only those products and services that truly address your needs.
Director of Client Services for Eric K. Bressman, CFP®, Financial Advisor
Holly Gable was born in the state of Pennsylvania. Holly married her high school sweetheart, has 2 children and was a military wife for over 25 years. Holly has been in the financial services industry for over 20 years. As Director of Client Services, Holly says the favorite part of her work is assisting Eric and Sabine as they help clients pursue their goals.
Pamela Rodriguez, CFP®, ChFC®
A CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of industry experience, I specialize in helping families and business owners pursue their definition of success through thoughtful, personalized, proactive financial planning. Whether you are starting a new family, buying a home, running a business or preparing for retirement, I can help you manage each aspect of your financial journey from start to finish.
Utilizing the CFP financial planning practice standards as well as values-based financial planning, I have dedicated my practice to creating financial plans tailored to each client’s goals and dreams. Breaking down the necessary action items to work toward those goals, I hold annual and quarterly meetings to help clients stay accountable and track their progress.
As a proud military spouse of a Retired Army Medic, I understand the challenges that military families face and have extensive knowledge about the lifestyle and their military benefits. My passion for serving military members, their families and the medical community comes from a desire to pay it forward and assist others the same way my family and I were assisted on our journey to financial freedom.
Director of Client Relations for Pamela Rodriguez
As Client Relations Manager for Pam, I leverage my organizational leadership experience to manage all aspects of the practice. This includes reviewing the new business workflow, supervising the underwriting process, maintaining client records, implementation of compliance procedures, and providing ongoing first class service and support to our clients. Dedicated to developing intelligent business practices, I act as a liaison to the various departments and investment managers, investment fund companies, custodians and insurance companies.
For over 15 years our independent financial planning team has helped hundreds of families and business owners pursue financial independence. Whether you are starting a new family, buying a home, running a business or preparing for retirement, we help our clients manage each aspect of their financial journey from start to finish. We are dedicated to developing financial plans tailored to each client’s needs and assisting them in taking the actions necessary to work towards their financial goals.
We understand the challenges that military families face and have extensive knowledge about the lifestyle and their military benefits. Our passion for serving military members, their families and the medical community comes from a desire to pay it forward and assist others the same way our family was assisted on our journey to financial freedom.
Client Service Coordinator
As Client Service Coordinator, Nici is responsible for providing world-class service and support to our clients and helps resolve any complex client challenges. She also works to enhance our clients' overall experience by ensuring that they have access to their accounts and the information they need to pursue their financial goals.
While Pam focuses on the investments, financial planning, and the advisor/client relationship, Nici fills in the gaps by striving to understand the needs of the practice and taking direction from the team to address the clients’ goals and objectives.
Born in South Africa, much of Nici’s youth was spent living overseas. Eventually she settled in Maryland, and after working for various IT/government contractors, she married her husband who is now retired from the United States Air Force. When he took her around the world again, Nici focused on raising their two children. Today, she and her husband are almost empty nesters.