As Chief Executive Officer of ValueWealth™ Services, LLC, Peter is responsible for overseeing the strategic direction, operation & management of client assets through ValueWealth™ Services. Founded by a CFP & Ran Like a CFP
Prior to founding ValueWealth™ Services, LLC in 2004, Peter started his career in 1984 at the Washington, D.C. based firm of Johnston, Lemon & Co., Inc. In 1989, Peter was recruited by Legg Mason Wood Walker, Inc. where he worked for fifteen years as a financial advisor & earned his Certified Financial Planner™ (CFP®) designation.
Peter earned his Bachelor of Arts from St. Vincent College in 1983. Peter holds the following licenses: Series 7; Series 9; Series 10; Series 63; Series 65; & Life & Health.
As a Financial Planner & IAR, Troy’s responsibilities are personalized financial planning & investment management for Individuals, Business Owners, & their families. He focuses on managing risk while managing & growing clients wealth.
Troy began his career in 2012 as a Paraplanner for 5 years at Heritage Financial Consultants. He started building his own practice in 2018 one client at a time.
Troy earned a Bachelor of Science, Finance from Salisbury University’s Perdue School of Business. Troy holds his Series 7, Series 66, & Maryland Life & Health Licenses.
Brecht joined Value Wealth services in late 2023 and comes to the firm after a 17 year career in the staffing solutions industry. He spearheaded the linguistic staffing division of a global localization company, showcasing his ability to adapt to diverse environments and address the unique challenges presented by the global marketplace. His leadership and innovative solutions consistently delivered results, making him a perfect fit for our client-centric approach at Value Wealth Services. Prior to his most recent professional endeavor he worked at the esteemed Merrill Lynch in New York, where he developed a solid foundation in wealth management, financial analysis, and client relations.
Brecht resides in Southern Maryland with his wife of 17 years and 2 young sons. Outside of office hours you can find him somewhere on the family farm, the banks of the Patuxent river or just generally somewhere outside.
Brecht earned a Bachelor of Science in Business Administration from the College of Charleston and holds the Series 65 license.
Bertram Rosen, of Council, is a member of the CFP Board Emeritus. He spent his entire career in the financial services area. He was one of the first 5,000 Certified Financial Planners. He also developed the first training program for H&R Block. His philosophy has been to help clients maximize their wealth objective, while working with them be successful in life.
Mark brings over 30 years of public and private accounting, tax and audit experience to ValueWealth™Services. Mark has provided business, accounting, tax and financial consulting services to a multitude of companies and organizations, such as The World Bank, International Financial Corporation (IFC), FDIC, Lockheed Space Operations Company, as well as numerous businesses, non-profit organizations and individuals.
Mark is a member of the American Institute of Certified Public Accountants (AICPA), the Maryland Association of Certified Public Accounts (MACPA), the Association of Certified Fraud Examiners (ACFE), and the National Association of Tax Professionals (NATP). He is also a member of the Board of Directors for the Arc of Southern Maryland and the Calvert Community Foundation.
Mark earned his Bachelor of Arts and MBA degrees from Cornell University. He is a certified Public Accountant (CPA) and Certified Fraud Examiner (CFE).
Debra has a strong and extensive background in business administration, client support and accounting.
As Executive Assistant – Client Services, Debra is responsible for day to day operations, management and services to ValueWealth™ Services (VWS) clients.
Prior to joining VWS, Debra was the Business Manager – Advertising/Marketing Department for Giant Food. Debra is also an independent Senior Accountant working with several private clients performing miscellaneous business accounting and tax related activities.
Debra is an active and devoted member of the Moose Lodge – Annapolis Chapter.
As Director – Operations, Stephanie is responsible for the administrative management of ValueWealth™Services systems, processes, daily operations and personnel. Stephanie ensures that the services provided by ValueWealth™ Services are completed in a timely manner and in full compliance with all applicable policies, regulations, procedures and best practices. Stephanie is responsible for the development and testing of systems and programs which support ValueWealth™ Services activities, client services and reporting requirements.
Stephanie joined ValueWealth™ Services in 2007 as a Client Service Manager. Prior to ValueWealth™Services, Stephanie managed an independent retail operation for three years.
Stephanie is currently pursuing her professional general securities license.
Kanlada graduated from Phranakhon Rajabhat University in Bangkok, Thailand with a bachelor’s degree in Business Administration.
She has held several positions since her graduation in 2007, including most recently, she started and operated a successful small business located in a hospital in Singburi, Thailand. For several years she provided accounting and cash management services for a large chain of Japanese restaurants and prior to that, she provided similar services for a marketing and advertising company in Bangkok, Thailand.
In 2014, Kanlada studied Japanese at the Tokyo Shibaura Foreign Language Academy where she became proficient in speaking Japanese. She loves to travel, has one son, and recently moved to the United States and married Peter S. Wyrough.