Team
Team
Brian A. Akers, CFP®
President and Founder | Financial Planning Advisor
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
David P. Good
Chief Operating Officer
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...
Jeffery L. Akers, CFP®
Vice President | Financial Planning Advisor
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...
Bernie McVey, M.B.A.
Financial Planning Advisor
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...
Alexander J. Monk, CFP®
Financial Planning Advisor
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...
Kimberly Rice
Controller
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.
Kim Haight
Director of Marketing & Client Events
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...
Theresa Karschner
Administrative Assistant | Scheduler
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...
Kaitlin Lookingbill
Operations Specialist
klookingbill@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...
Paul Franco
Financial Planning Assistant
Paul began as an intern with Akers Financial Group in May, 2017. Paul is licensed in life and accident / health insurance. In September, 2019 he officially became a Financial Planning Assistant. Paul will obtain his Bachelor Degree in...
Susan Daugherty
Administrative Assistant | Scheduler
Susan joined the Akers Financial team in February of 2018. Susan has a 20 year background with Noxell / P&G Corporation, where she became skilled in customer service, credit, inventory and logistics. After the birth of her third child,
Nathan McDuffee
Financial Planning Assistant
Nathan joined the Akers Financial Group team in July of 2019. Before moving to Maryland, he earned his B.S. in Business Administration from DePaul University in Chicago. Nathan spent four years after graduation working in management...
Susan Ellsworth
Client Data Coordinator
Susan joined the Akers team in August, 2019. She has an eight year, financial industry background, in client administration. She obtained an AA in Biology from Harford Community College and a Bachelor's Degree in Business Management...
Noah Akers
Operations Specialist
He is licensed in life and accident / health insurance. Noah obtained his Bachelor’s Degree in Business Administration and his M.B.A. in December, 2020 from Cairn University. Noah is a life-long Harford County resident and...
Wendy Weitzel
Client Services Specialist
Wendy joined the Akers team in July of 2020. She brings with her over 15 years of client services experience and several years of experience in supporting senior level executives. She enjoys working with clients to assist them in...