7 Park Ave.,
We are dedicated to providing our clients with excellent service at all times. Building strong relationships between clients and their financial professionals is an integral part of developing a successful financial strategy. Our clients must maintain high expectations from their advisors, and we are committed to exceeding them.
Senior Partner | CFO
PJ Horan began his career in financial services directly out of college in 2007 as a Financial Advisor. He spent 12 years at MassMutual building his practice while also expanding and improving his professional skills. He slowly and carefully built a client base helping families by using financial planning strategies centered around making college more affordable and paying for it without sacrificing retirement or other life goals.
In January of 2019, PJ joined Highlander Financial Group. The new partnership allowed for a much more robust practice and a team approach to helping serve clients. He wanted to have more time to spend helping clients as well as more freedom to help raise his young family and HFG gave him that and more.
When he isn’t working with clients, you can find PJ on the golf course or coaching one of his three kids at their sport of choice. Baseball is big in the Horan house, but basketball, flag football, and really all sports are often played around their home in Poolesville, MD.
Michael Glassman is a Financial Planner. Michael graduated Summa Cum Laude with a degree in economics from Northeastern University and began his career as a banker and economist for The Shawmut Bank of Boston. In 1980, Michael co-founded a skin care company which he built into a multimillion-dollar business that was sold in every major department store in the United States.
In 1995, Michael moved from New York City to the Washington DC area where he decided to use his prior successful experiences in business as well as finance and became a Financial Planner. Michael has been helping both individuals and businesses pursue their financial goals for 25 years.
Michael currently resides in Bethesda, Maryland where he enjoys cooking, theater and traveling the world, all while assisting to raise money for the Leukemia Society of Washington, D.C.
David Vang is a experienced Financial Advisor with over 20 years of experience helping his clients pursue financial freedom through careful planning.
David works with retirement-minded clients and small business owners who are interested in planning for the future of their families, their business, their employees, and their personal financial situation.
**Highlander Financial Group serves as the investment arm of David’s successful financial practice. We are honored to have his trust and will help to strengthen his product and service platform for his client base.
I hold Professional Designations of Chartered Property Casualty Underwriter (CPCU), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL). Also holds Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63, and 65 licenses, held with LPL Financial.
Insurance Consultant, Senior Partner
Curt Turner built his business as an insurance and financial consultant to some of the most successful health and government professionals in the Baltimore-Washington corridor in his career. His client base boasts successful surgeons, clinicians, politicians, and government officials throughout our area.
In December 2017, Curt and Highlander Financial Group entered into a succession planning agreement whereby HFG would continue to serve Curt’s clients and honor his commitments after his retirement.
We look forward to working with both Curt and his clients as we move forward to 2018 and beyond. Insurance products offered through LPL Financial.
Greg draws from a vast and diverse combination of expertise and experience as a lawyer, registered financial advisor, certified divorce financial analyst, real estate developer, and entrepreneur to provide comprehensive and individualized financial, tax, and estate planning.
Having navigated the booms of busts of commercial real estate in the late 1980s as well as the dot com debacle a decade later, and then the Great Financial Crisis over the subsequent decade, Greg distinguishes his approach away from the ever-dominant and static asset allocation pie chart model, which ignores the real time risks inherent in any current market condition, in favor of active investment management that objectively allocates based on current market fundamentals through a disciplined rules-based methodology. Greg believes that investment strategies should vary depending whethernavigating on early or late business and interest rate cycles, appreciating the reality that a 50% loss requires a gain of 100% just to break even. Consequently, he embraces both offensive as well as defensive investment and financial planning strategies, and seeks core investments which provide growth while simultaneously insulating principal from even some of the most severe market disruptions.
Perhaps most importantly, Greg works with advisory clients in a fiduciary capacity, and treats and considers those he helps as family.