Executive Vice President - Investment and Marketing Officer
(301) 798-7689 – Email – LinkedIn
EDUCATION:Virginia Polytechnic Institute, Bachelor’s of Science Degree in Marketing
LICENSE(S):– Series 7, Series 63, Series 65– CA Insurance Lic. # 0L79733
With over 18 years of financial services experience, Mirjhana serves a select group of individuals and families seeking personalized financial guidance. Her approach to investment planning is focused on establishing a long-term, multi-generational relationship with all of her clients. Whether the objective is to build additional wealth, preserve what they have earned, or a combination of these, Mirjhana takes the time to listen and create a comprehensive wealth management plan.
She helps her clients financially plan for major life events such as planning for their retirement, saving for their children's college education, developing estate planning strategies, and maintaining and building additional wealth. Mirjhana focuses heavily on the relationship side of the business. The deep and lasting relationships she has established with her clients is what motivates her to do her best every day and allows her to better provide tailored investment strategies to help meet her clients' long and short-term investment goals. Her individual planning approach combines wisdom, insight and a deep understanding, not just for her clients' goals and objectives, but of their lives, family, interests and passions. This approach yields personalized investment plans that help provide a clear path for her clients to follow and guide them along their life journey.
Mirjhana strongly believes in giving back and staying involved in her community. Mirjhana's current community involvement includes work with the Western Maryland Health System Foundation, Community Trust Foundation, Allegany College of Maryland Board of Trustees, Western Maryland Health System Auxiliary, The Children's League, and Autism Speaks. My husband Patrick and I reside in Frostburg, MD with our two sons, Liam and Carder.
CA Insurance Lic. # 0L79733 Resident State: MD
Offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.
We offer objective advice for every phase of your life and guide you as you navigate your financial roadmap.
Wealth management strategies to grow, preserve and transfer wealth.
Providing our clients and their loved ones with objective and value-driven financial guidance.
29 North Liberty Street
The Dajhana Building
Cumberland, MD 21502
(800) 935-6976 (toll free)
(301) 798-7669 (main)
(301) 798-9641 (fax)
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