Meet the Team
Joe Conroy, CFP®
Owner, Managing Partner, Financial Advisor
Steven Maxwell, CFP®, MBA, AAMS®
Partner, Director of Financial Planning, Financial Advisor
smaxwell@harfordretirement.com
Steve is a lifelong Harford County resident and is proud to serve his community as a CERTIFIED FINANCIAL PLANNER® professional. Steve started his investment management career at Morgan Stanley in 2013 working in institutional trading...
Mike Crumley, CFP®
Financial Advisor
mcrumley@harfordretirement.com
Laurie Hacke
Senior Client Service Associate
Lauren Johnson
Client Service Associate
ljohnson@harfordretirement.com
Jess Mills
Marketing Coordinator