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 Morrison works with Believe Big which is a non-profit faith-based organization founded by Ivelisse and Jimmy Page after her battle with Stage IV colon cancer. Established in 2011, Believe Big is bridging the gap between conventional and complementary medicine for fighting cancer. Believe Big provides patients with hope, help, and healing. Learn more here.


Mark Ring is serving as a Board Member for The Lyric Modell Performing Arts Center. The Modell Lyric is one of the largest providers of arts education and community engagement in the State of Maryland – in schools, in the community and in the theatre. With approximately 100 inclusive events serving over 35,000 people of all ages, The Modell Lyric creates important community building experiences. The staff and part-time faculty are committed to providing educational and outreach programs as well as complimentary dress rehearsal tickets for students for select performances. To learn more click here.


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