Our Associates
Our business practice is to do an extensive fact-finding session with our clients to determine areas of concern that effect their financial and operational capabilities. Then we put together our necessary team members to address the specifics of the analysis. We will prepare a business plan that will incorporate both our findings and recommendations to try and solve the issue(s) that are affecting the bottom line. The following are the people and their areas of experience:
James E. Counts -Jim Counts has been providing Insurance solutions to individuals and business for over 38 years. All forms of individual protection and business succession planning. Also Estate/Financial planning assistance.
jcounts@countsbenefits.us
Richard Gottlieb -
Richard Gottlieb started Woodhome Insurance in 2000 and has been an Insurance Agent for the past 28 years. Richard has received certifications in Life, Health, P & C, and Securities. Woodhome Insurance specializes in Auto Insurance, Business Insurance, Homeowners Insurance, Health Insurance and Life Insurance.
richard@woodhomeinsurance.com
Nate Harris - Money Management
Nate has been instrumental in helping individuals and business manage and grow their assets. He has a unique approach to wealth management in that he doesn't believe you as the client should pay for management fees on assets that are really not managed. He has received multiple awards for asset management for business and affluent clients.
nate@covcapteam.com
Brian Wise
Brian Wise is an experienced family law attorney and litigator. He has been practicing family law in Maryland and Washington DC for over 27 years. He has handled complex matters including divorce, custody, paternity, property division, child support, alimony, and contempt cases. He has also handled many pre-marital, separation, and property settlement agreements. Brian handles complex financial and property litigation matters including retirement, pension, investment accounts, inheritance, source of funds and tracing for non-marital property, business valuation, stock and stock options, monetary award, alimony and alimony buyout concepts, and real estate issues.
Scott Morrison
Scott is the Principal of Morrison & McGrew, P.A. which provides Estate Planning & Strategic Asset Preservation for businesses, individuals and their families.
Estate planning is easy to put off. At The Law Office of Morrison & McGrew, P.A., we make it easy on you. We are dedicated to helping people build a more secure future for their families. We provide a full range of Estate law services that preserve assets and enable our clients to pass on their accumulated wealth to their family members. From complex trust creation to simple estates; from helping administer and distributing an estate to contesting a will, we will work with you and provide the highest caliber of representation and guidance in your Estate law matter.
inquires@samlawoffice.com
It’s like having your own accounting department
When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.
We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.