Meet Our Team Our Advisory Principals John F. Santry, MBAMr. 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. Robert J. Wieder, EAMr. 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 PartnersMary W. Baxter, CPAMs. 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. Michael F. KelleyMr. 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. William P. Chlan, CPA/PFS, JDMr. 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. Our Advisory Chief Compliance Officer and Client Service Manager Bernadette M. ZabelBernadette 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.Kathryn E. MorleyMs. 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. Jacqueline L. MeloneMs. 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.