What should you really do with your tax refund?

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The Prosperity Consulting Group is dedicated to providing quality financial planning services and investment advice to businesses, individuals and their families. We believe relationships are everything and trust is essential. We understand that your trust in us as your advisor is the key factor in reaching your personal or business financial goals. The advisors of The Prosperity Consulting Group have years of experience and knowledge in the financial service and accounting industries. We uphold the core foundation of the industry: relationships, trust, professionalism and ethics.

don-headshot-newDonald N. Hoffman, MS, CPA
President

410.363.7211
dnh@prosperityconsult.com
Specializing In: Wealth Management, Investment Planning, Tax Planning, Estate Planning, Retirement Planning, Multi-generational Planning, Business Succession, Buy/Sell Agreements, Qualified and Non-Qualified Retirement Plans, Acquisitions and Mergers

donna-headshotDonna Gestl, CFP®, AIF®
Senior Vice President

410.363.7211
dcg@prosperityconsult.com

Specializing In: Retirement Planning, Estate Planning, Insurance Planning, Investment Planning, Wealth Management

lauren-headshotLauren Rebbel, CFP®, CDFA®
Partner & Senior Advisor

410.363.7211
lmr@prosperityconsult.com

Specializing In: Employee Sponsored Retirement Plans, Retirement Planning, Wealth Management, Financial planning post-Divorce, Moving forward financially after the loss of a spouse

william-headshotWilliam Martin, Jr., CPA
Financial Advisor

410.363.7211
wcm@prosperityconsult.com

Specializing In: Retirement Planning, Tax Planning, Investment Advice, Estate Planning, Wealth Management, Buy/Sell Agreements

harold-headshotHarold Mohn, Jr., CPA
Financial Advisor

410.363.7211
hlm@prosperityconsult.com

Specializing In: Wealth Management, Tax Efficient Strategies, Investment Planning, Business Succession, Estate Planning, 401(k) Planning

linda-headshotLinda Stapf, CPA
Financial Advisor

410.442.9939
lls@prosperityconsult.com

Specializing In: Investment Planning, Retirement Planning, Wealth Management, Business Planning, Estate Planning, Insurance Solutions, Income Protection

erin-headshotErin Ansalvish, MBA
Director of Financial Services

410.363.7211
ema@prosperityconsult.com

Specializing In: Life Insurance, Long-Term Care Insurance, Disability Insurance, Wealth Management

mike-headshotR. Michael Richardson
Financial Advisor

410.363.7211
rmr@prosperityconsult.com

Specializing In: Investment Planning, Employer Sponsored Retirement Plans, Retirement Planning, Wealth Management

margarita-headshotMaggie Spivak
Marketing Manager

410.363.7211
msp@prosperityconsult.com

Specializing In: Marketing, Public Relations, Social Media, Communications, Advertising, Branding, Business Development

Please contact Margarita with media inquiries.

 

Building Relationships | Delivering Success®

410.363.7211

The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
10055 Red Run Boulevard, Suite 130
Owings Mills
Maryland
21117
United States