Allison Brown, CPA, MBA, CFP
Allison Brown is a Certified Financial Planner, a Certified Public Accountant, and is a member of Ed Slott’s Elite IRA Advisor group. She has a Master’s in Business Administration in Finance and Marketing from the University of Chicago, a top-ranked business school. As a student at Chicago, Allison received an award for Outstanding Contribution to the Graduate School of Business. In addition to the MBA, she has a B.S. in Finance from the University of Maryland, College Park. Allison has over 20 years’ experience in business, including many years with both for-profit companies and a non-profit association. In addition, Allison spent several years as a Controller in the Federal government and as a consultant with the State of Maryland government.
Allison is the owner of TPC Wealth Management LLC. TPC Wealth Management specializes in estate and retirement planning, and as such helps transition a client from wealth accumulation to wealth preservation and income planning during retirement. As a CPA, Allison uses her knowledge of the tax code to ensure plans are tax-friendly, and as an Ed Slott Elite IRA Advisor she specializes in maximizing retirement assets and helps ensure smooth transition to heirs at the appropriate time. She works with clients in Maryland, Virginia and Florida.
Marty Beeson, CEP
Marty Beeson is a Certified Estate Planner (CEP) and a member of the National Institute of Certified Estate Planners (www.nicep.org). Marty has been in the financial services industry as an independent practitioner for almost 20 years and has focused on estate planning almost exclusively in that time period.
While Marty is not an attorney, he has specialized in understanding the impact of the various tools such as wills, living trusts and powers of attorney in the estate planning arena. TPCWM partners with lawyers and paralegals to ensure clients are getting the appropriate assistance and advisory, they need to implement such tools as part of a complete estate plan.
Marty is also affiliated with Legacy Tree Foundation and other organizations using charitable tools. The use of charitable tools in estate planning is often an overlooked but very valuable resource. Marty assists clients when these tools make sense in your total estate plan.
Marty is a Vietnam Veteran, and served in the U.S. Army from 1970 – 1977. During that time he earned several medals, including an Army Commendation Medal, medals for good conduct, a Meritorious Unit Citation and a Presidential Unit Citation.