Meet Our Team

 

Our Advisory Principals

 

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John F. Santry, MBA

Mr. Santry co-founded the firm in 1998 with Mr. Wieder.  Mr. Santry serves as the firm’s Senior Investment Officer and Managing Member and manages the portfolio needs for the firm’s clients.  Mr. Santry holds a BS degree in Finance from the University of Maryland, College Park and a Master’s in Business Administration from Loyola College, Baltimore, MD.

 

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Robert J. Wieder, EA

Mr. Wieder co-founded the firm in 1998 with Mr. Santry.  Mr. Wieder has over thirty five years of experience creating successful individualized financial, estate, and income tax strategies.  Mr. Wieder holds a BA degree from the University of Maryland, Baltimore County.

 

 


Our Advisory Partners

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Glen E. Frost, CPA/PFS, CFP®, JD 

Mr. Frost joined the firm as an Investment Advisor Representative in 2016.  Mr. Frost has over ten years of experience in tax and financial planning.  He holds a BS in Accounting from Stevenson University and a Juris Doctor degree from the University Of Baltimore School Of Law.

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Mary W. Baxter, CPA

Ms. Baxter joined the firm as an income tax preparation and planning specialist in 2005.  Ms. Baxter has over thirty years of experience in individual, estate, trust, and business taxes.  Ms. Baxter holds a BS degree in Accounting from Towson University as well as Associates degree in Paralegal studies from Stevenson University.

 

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Michael F. Kelley

Mr. Kelley joined the firm as an Investment Advisor Representative in 2005.  Mr. Kelley has over thirty years of experience providing investment advice and portfolio management.  He holds a BS degree from the University of Maryland, College Park. 

 

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William P. Chlan, CPA/PFS, JD

Mr. Chlan joined the firm as an Investment Advisor Representative in 2008.  Mr. Chlan has over thirty years of experience in estate, tax, and financial planning.  He holds a BA degree in Accounting from Loyola College and a Juris Doctor degree from the University Of Baltimore School Of Law.

     

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Joseph T. Hill, CPA, CFP®, MBA, MSF

Mr. Hill joined the firm as an Investment Advisor Representative in 2017.  Mr. Hill  has over ten years of experience in tax and financial planning.  He holds a BS in Accounting from the University of Maryland, an MBA and a Master’s of Science in Finance from Loyola where he was a twice honored member of Beta Gamma Sigma.



Our Advisory Chief Compliance Officer and Client Service Manager

 

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Bernadette M. Zabel

Bernadette has been with Court Place Advisors since 1999 and serves as the firm’s Chief Compliance Officer as well as Client Service Manager and Administrative Supervisor. Ms. Zabel attended Towson University, Towson, MD.

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Kathryn E. Morley

Ms. Morley has been serving on the Court Place Advisors Client Service Team since 2007.  Ms. Morley holds an Associate’s degree from Catonsville Community College in Catonsville, MD.


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Jacqueline L. Melone

Ms. Melone joined the firm as an Operations Associate in 2018. Ms. Melone has over 25 years experience in the financial services industry specializing in government relations and compliance. Ms. Melone attended Georgian Court College and Ocean County College.