Mid-Atlantic Regional Wealth Team
About Us
We are an experienced independent fiduciary planning team of advisors at NFP, headquartered in Bethesda, MD. We pride ourselves on offering our clients a team approach that ensures access to necessary expertise. In an ever-changing financial planning and regulatory environment, it is vital to have specialists focused on your financial planning needs and ensuring solutions that see ahead of the markets and ongoing regulatory changes. As a fiduciary advisor, we provide our clients with a thorough and efficient plan.
Our History
Our team brings more than 30 years of collective experience in the financial services industry. We’re honest, hardworking, dedicated professionals who love what we do and strive to lead by example.
For us, business is personal. We are dedicated to helping out clients in all areas of their financial life. Our advisors care deeply about the financial success of our clients, and we believe in building strong personal relationships based on trust, transparency and open communication.
In addition to providing depth of expertise, we are able to support businesses of any size. We have grown with our personal and business clients over the years and know you will not outgrow our firm’s capabilities.
Our Team
Michael Hoch
Michael is a Senior Advisor with NFP focusing on Financial Planning and Wealth Management. Michael has nearly 25 years of experience in financial planning, investments, and asset protection strategies. Michael holds a FINRA Series 6 Investment Company/Variable Contracts Products Limited registration, Series 65 Registered Investment Advisor registration, and Series 63 Uniform Securities Agent and is insurance licensed. Michael has worked with NFP Retirement Plan Services for a decade. Prior to working for NFP, Michael had his own financial services firm for 11 years in Bethesda. Michael is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Brian Jarosinski
Brian has been in the financial services industry for nearly 15 years. He is a board CERTIFIED FINANCIAL PLANNER™. He works with individuals, families, and businesses on their complete financial plans. Compliance and integrity are also of the utmost importance to Brian. In his 15 years in the business, he holds a blemish-free FINRA broker record report.
Brian received a double B.S. in economics and government/politics from the University of Maryland where he was also a Division I athlete. In addition, he holds a master’s degree in financial planning.
Jarosinski is a big believer in continuing his education to stay on top of new planning strategies for clients; beyond being a CERTIFIED FINANCIAL PLANNER™, Brian also holds a master’s degree in financial services with concentration on retirement planning. He is also a holder of the following FINRA recognized advanced financial planning credentials:
- The Chartered Financial Consultant®
- Chartered Advisor for Senior Living®
- Retirement Income Certified Professional®
- Accredited Estate Planner®
Brian is also licensed in various Industries Exams, including Series 7 and 66, and in multiple states across the country. He also holds a Life and Health insurance license. In addition, Brian is a securities Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services LLC.
Matthew Swanson
Matthew has been a financial advisor since 2006, and has spent the past four years at NFP. Matthew holds a General Securities Series 7, Uniform Investment Adviser Series 65 & Uniform Securities Agent Series 63 licenses. He works in the Private Client Services division, helping clients establish and maintain investment portfolios and financial strategies to meet their long-term objectives. Matthew is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisor Services, LLC.
Rob Kania
Rob is a senior advisor providing comprehensive financial planning to a diverse client base in areas including budgeting, retirement, college, investing, insurance, taxes, and estate planning. He began in the financial services industry upon graduation from college and has now been serving clients for almost 20 years.
The majority of Rob’s professional career has been with NFP. He has significant experience working with employers on the design and management of their retirement and executive benefit programs. He has managed countless, sophisticated consulting engagements and has conducted thousands and one-on-one meetings. His passion is the design and execution of unique solutions to meet individual financial aims. His time is spent focusing on his individual clients and counseling individuals as part of their workplace benefits.
Rob is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® designee and Retirement Income Certified Professional®. He received a B.A. from Temple University and has been mentored and trained by industry leaders.
Rody Nunez
Rody has worked for NFP since 2021. He holds his Series 7 General Securities License, Series 66 Uniform Combined State Law, and Project Management (PMP) certification. Rody previously worked as a Program Manager for a Language company for 13 years, and he currently resides in Rockville with his wife and two young children.
Reach out today to start a conversation about how we can work together to move you forward.