Kyle P. German

Managing Principal

Kyle German has been in the financial services industry since 1998, and is located in Annapolis, Columbia, and Washington DC. Kyle studied at West Virginia University and earned his Life Accident and Health Insurance Agent licenses, as well as FINRA Series 7 and 66 registrations. While building his practice Kyle received the designation Chartered Retirement Planning Counselor (CRPC) through the College for Financial Planning.

Kyle served on the Maryland and Chapter Board of the March of Dimes for over 10 years. He is an avid hunter and fisherman who enjoys all outdoor activities.

John G. Neely


35 years experience helping individuals and businesses with their insurance and investment needs. Neely graduated from Hillsdale College with a B.A. in Economics and earned his MBA from the Mason School at the College of William and Mary.

He has served on numerous community boards, including Severn School, Rotary of Annapolis, Annapolis Symphony Orchestra, St. Anne's Episcopal Church and is a past president of NAIFA-Maryland, his state trade association. He is a Founding Member of the National Sailing Hall of Fame. Neely was appointed and commissioned by Governor Larry Hogan as a member of the Maryland Sport Fisheries Advisory Commission. A passionate fly fisherman, he is a Life Member of Trout Unlimited.