Meet Our Team

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

 

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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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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James G. Sweet, CFP

Mr. Sweet joined the firm as an Investment Advisor Representative in 2019 and is a Certified Financial Planner. He holds a BS degree in Business Administration from Towson University and has been a financial consultant for the past decade.

     




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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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.


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Jeanne Marie Martin

Ms. Martin joined the firm as the Chief Operating Officer in 2019. Ms. Martin has over thirty years’ experience in the technology industry and holds a BA degree from Towson University.