I founded Chesapeake Financial Advisors in 1998 to be a financial leader and do life with my clients. My team and I make our clients lives easier and bring the power of expert financial advice and expert tax advice to clients in one advisory relationship. We believe in this so much, we named and trademarked our proven process, One Advisor Twice the Advice. We are headquartered in Towson, MD with satellite offices in Columbia, MD and Frederick, MD. Our core services include fee-only financial planning, investment management, and tax advisory services. Our advisors are fiduciaries. A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is legally required to act with undivided loyalty to the client. We are a member of the National Association of Personal Financial Advisors (NAPFA). All NAPFA Financial Advisors are required to work in a fee-only capacity. Only a NAPFA professional working within strict fiduciary standards can truly make this claim. The fee-only structure is the best way to align compensation with a client’s needs, forgoing any and all commissions and referral fees.Our mission is to create financial peace of mind with service beyond expectations so you can focus on what truly matters to you.410-823-5442 | www.peakeadvisors.com

Investment Banking Analyst May 1996 – August 1998•Acquired extensive transaction experience in common and preferred equity offerings, mergers & acquisitions and fairness opinions. Completed 22 transactions valued at approximately $1.4 billion.•Developed integrated financial models. Highly proficient in various analytical valuation techniques including discounted cash flow, accretion/dilution analysis, capital asset pricing model, rate of return analyses, pro forma merger consequences, comparable companies’ analyses and comparable transaction analyses.•Responsible for the day-to-day execution of two lead managed initial public offerings (IPO’s).•Co-authored and developed a business plan in conjunction with equity research department personnel for corporate finance unit’s entry into a new industry. Co-authored two business plans for existing industry segments.

The sister company to Chesapeake Financial Advisors, Taylor & Company is a Certified Public Accounting firm. We know that small business is family business and offer a suite of services to make your life easier and control cash flow. We offer…•Individual and family income tax preparation•Tax return preparation for corporations, partnerships, LLCs and sole proprietors•Bookkeeping, payroll and accounting services•Quickbooks expertise•Nanny & household employee payroll specialists•Virtual CFO services to the IT industry•Personal bill pay and accounting serviceWe believe that a successful business starts with a great idea and is guided by principals with incredible work ethic. In order to carryout their vision they surround themselves with like-minded professionals that offer expertise in areas not core to the principals strengths. We offer that tax and accounting expertise in an environment where our client’s interests always come first.

Senior Auditor– Financial Services Industry Group•Planned, budgeted and executed financial statement audits for Fortune 500, multi-national SEC reporting corporations •Trained, supervised and evaluated professional staff in a team environment.•Advised client senior management on complex financial reporting, GAAP disclosure issues and reserve adequacy.•Reviewed various SEC filings including Forms 10Q, 10K, registration statements and offering documents for IPO’s, shelf registrations and employee benefit plans.