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Team

At Akers Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Team

Brian A. Akers, CFP®

President and Founder | Financial Planning Advisor

(410) 692-9870

Brian@AkersFinancial.com

Brian A. Akers, CFP®, President and Founder of Akers Financial Group, has more than 30 years of experience in the financial services industry. With a determined vision, his organization is built on the premise of serving clients

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David P. Good

Chief Operating Officer

(410) 692-9870

DGood@akersfinancial.com

David Good began working at Akers Financial Group in April of 2015. He earned his Bachelor of Science degree in Animal Science from the University of Delaware. Following college he managed the breeding operations of Imperial Arabian...

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Jeffery L. Akers

Vice President | Financial Planning Advisor

(410) 692-9870

jeff@AkersFinancial.com

Jeff joined the financial services industry in 2000 and is now Vice President of Akers Financial Group. He holds licenses in life and health insurance, series 7 and series 66. Jeff is a FINRA General Securities Representative. He...

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Bernie McVey, M.B.A.

Financial Planning Advisor

(410) 692-9870

Bernie@AkersFinancial.com

Bernie has been a part of the Akers team since February, 2016. He holds series 7, 66 and life and health licenses. He has retired from Northrop Grumman Corporation as their Vice President and Chief Information Officer. Prior to that...

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Alex Monk, CFP®

Financial Planning Advisor

(410) 692-9870

Alex@AkersFinancial.com

Alex joined Akers Financial Group in May of 2012 as an Associate Financial Planner. He is a licensed life and health insurance specialist and holds series 7 and series 66 licenses. Alex is also a FINRA General Securities Representative...

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Rhonda Kimble

Financial Planning Assistant

RKimble@AkersFinancial.com

Rhonda joined Akers Financial Group in May 2017 as a Financial Planning Assistant. She earned her Bachelor of Science degree in Business Management from Liberty University. Rhonda has 17 years of experience in the financial industry,...

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Kimberly Rice

Controller

(410) 692-9870

KRice@AkersFinancial.com

In January 2014, Kim Rice joined Akers Financial Group working part time as their Controller. She earned her Bachelor of Science degree in Accounting from Clearwater Christian College in 2006.

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Kim Haight

Director of Marketing & Client Events

(410) 692-9870

KHaight@AkersFinancial.com

Kim has been with Akers Financial Group since October 2010. After attending Villa Julie College for paralegal studies, Kim began full time employment with a Bel Air Law firm. She was then employed by Harford County Government as a...

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Theresa Karschner

Administrative Assistant / Scheduler

(410) 692-9870

Theresa@AkersFinancial.com

Theresa Karschner has been working for Akers Financial Group since its inception. Her background encompasses a variety of fields. She worked for the federal government as a budget assistant for seven years. After a few years at home...

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Kaitlin Badders

Client Service Associate

(410) 692-9870

KBadders@AkersFinancial.com

Kaitlin began working for Akers Financial Group in September of 2013. In May 2014 she obtained her Associates of Arts degree in Music from Harford Community College. She also received her AA in Business Administration in 2015 and is...

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Luke Forcey

Client Account Administrator Intern

410-692-9870

LForcey@akersfinancial.com

Luke joined the Akers Financial team in February, 2017 as our Client Account Administrator Intern. He earned his Bachelor of Science degree in Business Administration and will obtain his Bachelor of Science degree in Accounting in...

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Stephanie Walker

Client Service Associate

410-692-9870

SWalker@akersfinancial.com

Stephanie began employment with our Akers Financial Group team in May, 2017. Her years of experience working as a Customer Relationship Guide for Rosedale Federal and her experience as a security clerk with the Harford County...

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