Community Support

Jacob William’s Community Support

Our commitment to service also extends into our communities. Our Wealth Advisors actively volunteer or donate to various nonprofit groups and foundations. It’s engrained in our firm’s culture to serve others as we strive to make a difference in people’s lives – and it inspires the work we do for our clients.

Dan Morison serves on the board for Pro Bono Counseling Project. Since its founding in 1991, the Pro Bono Counseling Project (PBCP), a non-profit 501c(3) corporation, has helped over 30,000 individuals and families throughout Maryland connect with volunteer counselors and obtain the mental health care they could not otherwise afford. Presently, PBCP has over 800 volunteer clinicians all over the state of Maryland who give over 9,000 hours of their time each year.

If you’d like to support PBCP, please click here to make an online, tax-deductible gift.


Mark Ring is serving on the Board of Directors for the Hearing and Speech Agency and The Gateway School. The Hearing and Speech Agency (HASA) is a private, non-profit organization that provides hearing and speech services, offers an information resource center and advocates for people of all ages with communication disorders/disabilities. Gateway School was founded in 1960 and is an 11-month, nonpublic, coeducational facility for children ages 2 through 12 with communication challenges.

To learn more click here.

Ryan Cooley is serving on the Advisory Board for Operation Second Chance.  Operation Second Chance is a non-profit organization that provides support for wounded combat veterans during their stay at WRNMMC (Walter Reed National Military Medical Center) and further assists when those soldiers transition either back to duty or back to civilian life.

To learn more click here.

Mark Ring serves on the Board of Directors for the Maryland Council on Economic Education. The mission of the MCEE is to assure that every Maryland student graduates equipped with the economic and financial literary knowledge and decision-making skills needed to make informed, rational decisions as consumers, workers, citizens, savers, investors, and participants in the global economy.  MCEE trains teachers so they feel comfortable and are capable of teaching this important life-saving information to Maryland students.

To learn more about the MCEE click here

Mark Ring serves as board member for the Boy Scouts of America: Baltimore Area Council. The Baltimore Area Council has been preparing today’s youth for tomorrow’s challenges since it was chartered by the National Council, BSA in 1911. The council has been delivering a quality Scouting experience to youth ever since.

“The mission of the Boy Scouts of America is to prepare young people to make ethical and moral choices over their lifetimes by instilling in them the values of the Scout Oath and Law.”

To learn more click here

Christina Hester Snyder is the President and past Treasurer of the Women in Insurance & Financial Services (WIFS), the Maryland Chapter. WIFS is a national organization whose mission is to attract, develop and advance women in their professional careers. WIFS affords unique opportunities to the women in our area including mentoring programs as well as study groups, national webinars at no additional charge, a focus on member value, national conference opportunities where women can connect with others around the nation, a willingness to help each other and provide each other with resources without competition, working together to succeed, professionalism and leadership—all with local support.

To learn more, click here.

Christina Hester Snyder is a current Board Member and Treasurer of the Starboard Society. Starboard Society is a Maryland non-profit organization (501(c)(3) ) providing support for Maryland families struggling with the loss of a loved one, divorce, fire, and other unforeseen events. Starboard Society operates entirely as a volunteer organization to ensure that their donors and the families they serve receive the maximum value. We provide direct-to-vendor financial assistance to help with immediate needs and financial education to position families for longer-term stability.

To learn more, click here.

Christina Hester Snyder serves as a board member of the Life Planning Resources (LPR). LPR is a professional association that uses established and caring professionals, to educate the public on necessary financial and elder care issues.

To learn more, click here.

Christina Hester Snyder is a member of The Collaborative Professionals of Baltimore (CPB). CPB is a group of interdisciplinary professionals dedicated to resolving conflicts in the areas of family law, divorce, child custody, child support, alimony, and division of marital property (financial accounts, retirement assets, real property, and other assets). In a collaborative case, everyone works together with the commitment of all participants who will engage in a process requiring full disclosure of information by the parties and a commitment to resolve all issues without resorting to litigation.

To learn more, click here.

Christina Hester Snyder is a dedicated community ambassador of The Baltimore Symphony Orchestra Planned Giving Advisory Council. The Council is a group of volunteer professionals, including attorneys, accountants, and wealth managers, who serve as dedicated community ambassadors for the BSO. Council members generously contribute their expertise to support BSO leadership in developing legacy giving and providing guidance to donors and their advisors. The Council holds regular business meetings, and members participate in Legato Circle and other special events throughout the year. The BSO is deeply grateful to the Council for their commitment to the BSO, our donors, and the communities we serve.

To lean more, click here.