Strategic Advisor Partnership
Are you a financial advisor looking to transition your practice from commissions to fees? At Highlander Financial Group, we offer an exclusive Strategic Advisor Partnership that combines the advantages of a traditional Turnkey Asset Management Program (TAMP) with excellent client service.
Dear Lead,
You can focus on your clients while we handle the operational aspects. Our service agreement includes account opening, ACAT execution, ongoing client service, and portfolio management. Our experienced team of licensed professionals will provide wealth management services, allowing you to expand your client base and embrace the fee-for-service model.
Partnering with us grants you a sleeve-based approach to portfolio management, ensuring efficient strategy building and trading. We work closely with you to establish investment policies, asset allocation tactics, and strategies based on client risk profiles.
Additionally, you gain access to economies of scale, potentially improving technology and platform pricing. We also offer a built-in succession planning agreement for a smooth transition of your clients to their existing service team.
Sincerely,
Gita
Casey Craig, AIF
Founding Partner | CEO
301-576-8644
For 15 years, former professional baseball player, Casey Craig, has been working in a different ballgame: retirement income planning. The stakes, however, are just as high! “It’s important,” says Casey, “that...
Celina Collazo
Client Relationship Manager
301-576-8644
Christine Hager
Client Relationship Manager
301-576-8644
Curt Turner
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,...
David Vang
Senior Partner
David Vang is a Senior Financial Advisor with over 20 years of experience helping his clients achieve financial freedom through careful planning. David works with retirement-minded clients and small business owners who are interested...
David Grenham
Client Relationship Manager
301-576-8644
David Grenham serves as a Client Relationship Manager and works closely with members of the Highlander Financial Group team to improve business processes and client services. A former print news reporter and editor in New Mexico and...
DeVonte Gordon
Client Relationship Manager
301-576-8644
I graduated from Wake Forest University with a Bachelor of Science in Business and Enterprise Management and a minor in Communication, and later earned my Master’s in Digital Marketing. With a background shaped by high-pressure...
Gita Kumar
Business Development Specialist
Gita has over 20 years of experience in sales, marketing, and building strategic partnerships. She holds a BA in Economics from Michigan State University as well as an MBA in Marketing from The George Washington University. ..
Gregory Gann
Senior Partner
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...
Gustavo Rodriguez
Client Relationship Manager
301-576-8644
Kimberly Korzendorfer
Director of Marketing
301-263-3870
Kim is a 13 year veteran of the financial services industry serving as an Executive Assistant, Product Specialist, individual Insurance Producer and Marketing Director in various stages of her development. Kim has extensive knowledge...
Landon Oddono
Client Relationship Manager
301-576-8644
Landon graduated in 2020 from Penn State University, majoring in Economics and minoring in Business & the Liberal Arts. During his time there he was involved with the Penn State Economics Association and the Penn State Investment...
Mariah Lightfoot
COO
301-576-8644
Mariah graduated from Woodbury University with a Bachelors of Arts in Interdisciplinary Studies focusing on Business Management, Politics, and History. She then moved on to Capella University and earned her MBA in Finance. Mariah holds...
P. Allen Haney
Senior Partner
I am the President and Founder of P. Allen Haney Company and The Haney Group. We help our clients with their personal, small business, and not for profit financial planning needs and analysis. I hold Professional Designations of...
Scott Haney, LUTCF
Client Relationship Manager
Scott is an all-lines insurance broker, has earned his Life Underwriter Training Council Fellow (LUTCF®) Designation, and sits on the Independent Insurance Agents of Maryland Young Agents Committee. He serves as the technical...