Women moving forward

Financial empowerment. For life.

Woman sitting with dog

Our team believes that it's more important than ever for all investors to participate in the financial decisions that impact their lives. We've found that many of our women clients leave those decisions to their partners and don't take an active role now, or plan for the future. We are committed to reversing this trend. In our work together, we want to be sure you know where you stand today, and feel confident about the decisions we help you make for tomorrow.

Women-multigen family

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Headshot

    Kristina Recker, CFP, CIMA, AAMS

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER™

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    • AL
    • CA
    • DC
    • GA
    • MD
    • MI
    • NC
    • NH
    • NV
    • NY
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • The Pennsylvania state University, Bachelor of Science - Accounting
    • The Pennsylvania State University, Associate in Science - Business Admministration
    • CERTIFIED FINANCIAL PLANNER™
    • Institutional Consultant, UBS Institutional Consulting Program
    • Certified Investment Management Analyst®
    • Accredited Asset Management Specialist
    Women investors
    Multi-generational families
    Financial planning
    Education planning
    Retirement planning
    Legacy planning
    Institutional consulting
    Retirement Plan consulting
    307 International Circle
    Suite 440
    Hunt Valley, MD 21030

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Women on the rise

Women on the rise

Multigenerational families

Multigenerational families

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Women, wealth and well-being

The challenges women breadwinners face embracing their financial clout

Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

Download the report

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice

51 countries

Our global footprint

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