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PERSONALIZED STRATEGY

 Financial strategizing today is crucial and can be complex. That’s why our members rely on our valued advisors to guide them through it. Professional expertise and experience backed by a wide array of products can give you solid financial options for both your immediate and future needs. Meet with a valued advisor today.

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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the products and services below.

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Insurance

Insurance

Learn more about our insurance options.

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We're Here For You!

Reach out to a trusted advisor right here in Southern Maryland. Whether you’re planning for your future or your future is already here, we can help you strategize and take action.

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Relevant Resources

Curated articles, videos and more to help you become financially independent.

Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
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Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.
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Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

OUR TEAM

Colleen Blundell

VP Investment/Business Services, Financial Professional

cblundell@htk.com

David Cassard

Financial Professional

dcassard@htk.com

Sara Wolf

Administrative Assistant

wolf.sara@pennmutual.com

Michele Torres

Financial Services Representative Licensed Assistant

torres.michele@pennmutual.com

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