Let's move forward. Together.

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Daniel H. White is a Managing Director and holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. He is a graduate of the U.S. Naval Academy, George Washington University, and the Merrill Wharton School Financial Consultants Program. Prior to joining UBS, Dan began his career in wealth management in 1994. Dan strives to assist clients in developing long-term investment plans. He lives in Severna Park, Maryland, where he is active in various civic organizations. Dan has two sons, Mitchell and Brooks. (CA License # 0E54536)

• Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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Christopher K. Hicks is Managing Director and holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. Chris graduated from Guilford College in 1992 with a degree in economics. He focuses on corporate retirement benefits, implementing the high-net-worth strategies of the group, investment planning, and investment manager selection. Chris also works closely to assist families with disabilities. Chris currently serves on the board of the Johns Hopkins Pediatric Oncology Advisory Board and is active in local community charities. He lives in Lutherville, Maryland, with his two daughters, Casey and Courtney. (CA License # 4178780)

• Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• CERTIFIED FINANCIAL PLANNER®

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Roger Feldman is a Certified Exit Planning Advisor (CEPA) with The Anchor Wealth Management Team at UBS Financial Services. With over 40 years of experience, his focus has always been helping his clients achieve their long-term financial goals. With his Team he works with business owners and their retirement plans so they can become educated and confident with both their succession plans and investment decisions. He also works with plan participants/members as they navigate their retirement journey. Roger has a good understanding of what is important to contractors along with their trusted employees and families.

Roger with his wife, Cyndy, reside in Arnold, MD. They have 2 grown sons who live in CA and MA.

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Bonita J. Rodriguez is a Senior Client Service Associate with over twenty five years of industry experience. Often the first point of contact, Bonita handles day-to-day operations with personal care and provides first-class service. She attended Southern University. She and her husband live in Towson, Maryland with their son, Diego.

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Laura R. Michael is a Senior Client Service Associate with over twenty years of industry experience. She assists clients with a wide breadth of daily needs. She graduated with honors from AACC in 2006 with an Associates Degree in Business Management. Laura currently lives with her family in Dundalk, Maryland.