Joshua P. Roberson
During his 15 years as a Revenue Agent for the IRS, Mr. Roberson served as a Field Examiner with individuals and corporations, a Fraud Specialist in Organized Crime and Foreign Taxes, and an Instructor for Revenue Agents. Building on that extensive, solid foundation of expertise, Mr. Roberson also provides accounting, tax preparation, and representation as a CPA for federal and state governments, individuals, and private businesses.
Marguerite E. Walsh
Ms. Walsh is a recognized leader in workforce development with over 20 years of executive-level management responsibility. Formerly the Dean of Intensive Training at The Community College of Baltimore County, she also served as Division Director of Baltimore City’s Department of Housing and Community Development, and as the Project Assistant to the President of the Baltimore City Council. Ms. Walsh has a BA from the University of Maryland and an MS from Johns Hopkins University.
Jamie H. Garner
Ms. Garner has an extensive background in marketing and advertising in New York and Washington, DC, that spans 40 years. Prior to retiring in 2003, she served for 12 years as Financial Aid/Admission Director for St. Patrick’s Episcopal Day School in Washington, DC, where she designed and implemented a computerized tracking system to support that position. She holds a degree from Mount Holyoke College, South Hadley, Massachusetts.
John W. Pettit
Mr. Pettit is a retired lawyer and former managing partner of the national law firm of Drinker, Biddle & Reath. In his 39-year career he served as a trial attorney in the Antitrust Division of the U.S. Department of Justice, as a Judge Advocate in the U.S. Air Force, and as the General Counsel of the Federal Communications Commission. His past board membership includes the Columbia Hospital for Women, Medlantic Healthcare Group (now MedStar), and Medlantic Enterprises, Inc. Mr. Pettit is a graduate of Duke University and Georgetown Law Center.
Margaret Welch is currently a managing director of Harris–SBSB and was recently named by the Financial Planning Association of the National Capital Area as the 2010 recipient of its Lifetime Achievement Award. A graduate of Duke University, Ms. Welch has a master’s degree from the University of Illinois and has been a Certified Financial Planner (CFPTM) since 1985.
Mrs. Welch spent four years as a broker with Prudential Bache and SmithBarney before joining Alexandra Armstrong Advisors in 1986. In 1991, she became president of Armstrong, Welch, and MacIntyre, where she remained until 2001. Mrs. Welch joined SBSB, Inc. in 2001 as a managing partner. Her specialties include retirement planning; establishing and maintaining a withdrawal portfolio; estate planning; and charitable gifting. Prior to becoming a financial planner, she spent five years at the Folger Shakespeare Library in Washington, DC, managing a project to develop a national constituency for that institution.
Mrs. Welch served as President of the Washington, DC Estate Planning Council in 2002, and has served on the boards of Duke University Estate Planning Council, the Duke Council of Women’s Studies and Wolf Trap. She has been published in the New York Times, the Washington Post, Boardroom, and the Bottom Line Personal. She was named one of the 100 best financial planners in the US by Worth Magazine in 2004 and 2005. Mrs. Welch currently lives in Easton, Maryland, where she serves on the boards of the Eastern Shore Chamber Music Festival, and the Avalon Theater Foundation.