Meet Our Team
Tanja received her Bachelor of Science in Business Administration from the University of Maryland University College and completed her Master of Business Administration with the University in March 2015. In the role of Operations Manager, Tanja is responsible for the management of the firm’s day-to-day back office functions and staff. She was previously employed as a business law paralegal with the Washington office of Foley & Lardner LLP working primarily with law partners in the estates, trusts, and corporate practice groups.
As a member of Zeta Phi Beta Sorority, Inc., Tanja coordinates and participates in various community and social service programs for the underserved and underprivileged youth and adult population of her Charles County community. She currently lives in Waldorf, Maryland with her husband and daughter.
Patrick Carroll, CFP®, CExP
As the founder of Wealth Strategies Group, and creator of The Lifestyle Protector ProcessTM, Patrick Carroll helps his clients protect and grow their wealth so they can enjoy life to the fullest. One of the country's leading financial planners, Patrick has worked with hundreds of families and business owners over the past two decades.
A resident of Maryland since 1980, Patrick is married and has two daughters. He earned his Certified Financial PlannerTM designation in 1988. In 1997, Patrick earned a Master's degree in Financial Services from the America College. Patrick is also the creator of The Dynamic Advisor's NetworkTM, which provides his clients with an integrated and comprehensive team of professional advisors. "By working together with some of the best specialists in the country, I am able to provide my clients with a complete range of services, while focusing on my unique ability as a coach, educator, and trusted advisor."
Director of First Impressions
Patricia Copley received her Bachelor of Science in Marketing with a minor in Economics from the University of Maryland. As the firm’s Director of First Impressions, Patricia is responsible for various administrative tasks, as well as greeting clients and making their appointments as pleasant and comfortable as possible.
Patricia’s personal interests include participating in various book clubs, cheering for her favorite sports teams, and baking.
Todd Feldman, CFP®
Todd received his Bachelor of Science in Finance from The Smeal College of Business at The Pennsylvania State University. As the firm’s Senior Account Manager, Todd is responsible for acting as a liaison between the firm’s clients and our financial planning team. With over 20 years of experience in the financial services industry, Todd has provided planning advice to individuals and business owners.
Todd enjoys performing volunteer work in his community and was previously a member of the Tourette Syndrome Association of Greater Washington D.C., serving as its Treasurer. Originally from Silver Spring, Maryland, Todd resides in Gaithersburg, Maryland with his wife and son, and enjoys cooking, traveling, and sports such as golf, tennis and football.
Pamela Flick, CFP®
Senior Planning Specialist
Pamela Flick received her Bachelor of Science in Business Administration/Marketing from Indiana University of Pennsylvania and went on to earn her Master of Business Administration in Finance and Investments from George Washington University. As the firm’s Senior Planning Specialist, Pamela is responsible for performing financial analysis and preparing the plan and review documentation presented to our clients.
Pamela enjoys reading, sports, hiking, and often spends time volunteering at her church and with other civic organizations.
Senior Client Service Specialist
Sean McCarron attended the University of New Haven and George Washington University. As the firm’s Senior Client Service Specialist, Sean facilitates all service activity related to trades and insurance sales. With over 25 years of experience in the investment and insurance industries, Sean has assisted Registered Representatives in developing strategies that guide individuals and businesses to accomplish their financial needs and goals.
Sean enjoys golfing and fishing, as well as spending time with his family.