We’re committed to developing long-term relationships based on mutual respect, exceptional advice and high-quality, personalized service. Our primary purpose is to improve the lives of our clients and their families—many of whom we’ve had relationships with for over 20 years.
When Bay Point Wealth Management and JSK Financial Services merged in 2020, we had two objectives:
We’re in this business to help you reach your financial goals. Our advisors will always take the time to understand what’s important to you before making recommendations for your financial road map. And, we keep the big picture in mind when planning and managing your finances.
When you work with Bay Point Wealth you can expect to get objective, thoughtful advice for a fair price. Our investment services start at 1% of your assets under management, and will always include a financial plan and will take taxes into consideration. If you only need a plan or a tax return, we will give you an upfront estimate based on your unique situation. We know your needs will change over time, and we’re happy to answer your questions as they arise. We’ll never charge you for a phone call or email.
If you’re looking for big-picture financial advice from a team who will listen first, talk second, and remain ready to assist with every aspect of your financial life, you’re in the right place. Book a consultation with a Bay Point Wealth advisor to get started.
Bill Hufnell, CFP®, CPA
Founder & Principal
Director of Private Client Services
Jim Kantowski, CFP®, CPA
Founder & Principal
Lyn Dippel, JD, CFP®
Principal & Chief Operating Officer
Yvonne Talbott Scoggins
Financial Advisor & Director of Trading Operations
Amy Francis
Director of Development, Marketing, and Communications
Dan Ebinger, CFA, CFP®, CPWA®
Senior Wealth Advisor
Private Client
William J. Hufnell, CFP®, CPWA®
Principal & Senior Wealth Advisor
Private Client
Jacob Sadler, CFP®
Principal & Senior Advisor
Liz Gillette, CFP®
Financial Advisor
Joe Powanda, CFP®
Associate Financial Advisor
Private Client
Chad Whitzel, AFC®
Associate Financial Advisor
Kurt DiManna, CPA
Associate Financial Advisor
Stefan Revelo, EA
Associate Financial Advisor
Debbie Lehman, FPQP®
Director of Client Experience
Private Client
Christine Hufnell
Client Services Specialist
Rachel Huber
Operations and Client Experience Specialist
Sharyn Holmes
Client Services Associate
Samantha Sachs, CPA, MBA
Tax Director
Teresa Guzman, CPA
Tax Director
Glenell Agnolutto
Data and Reporting Administrator
Annapolis, MD
(410) 626-8198
Asheville, NC
(828) 225-1730
Stevensville, MD
(877) 626-8198