You’ve worked hard to build your wealth
…it’s our job to help you preserve it.
HMS Insurance Associates, Inc. builds custom solutions that integrate the financial needs of our business owner clients, their families and their key employees. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth.
Backed by highly trained professionals and partners, our advisors have access to a broad range of financial solutions:
- Financial Planning
- Wealth Management
- Insurance & Risk Management
- Employee Benefits
- Executive Benefits
Answering the Financial Questions that Count A valuable SURVEY to help you understand your current financial situation and make informed decisions.
WITH ELEMENTS WORKING IN UNISON
You can build a strong future for you and your family.
PERSONAL
Personal planning can be thought of as a series of tasks that serve to…MORE
BUSINESS
Business planning frequently involves planning for closely held or family-owned…MORE
BENEFIT
The right benefits offerings can make all the difference in attracting and…MORE
HMS
FINANCIAL
GUIDE
Here you’ll find a wealth of information, newsletter articles, calculators…MORE
Email John
Linked InJohn created an alliance with HMS Insurance Associates Inc. in the fall of 2015 to advise our clients on various matters of business and personal insurance, retirement planning and wealth management. John has been working closely with small to mid-sized business owners in the Mid-Atlantic region for over two decades.
He started his career working alongside his father, Mickey at the insurance and benefits firm Webster-McDonald-Pfaff, Inc. As the financial services industry became more comprehensive, John expanded his expertise while working as a financial advisor and institutional investment consultant with large wire house firms and also gained credit experience with a local start-up commercial bank.
John brings a unique perspective and appreciation for the challenges facing business owners and their employees. He lives in Towson, MD with his wife and three daughters.