Broker Check

At our firm, we have the client—and only the client—in mind.

RBJ Insurance & Benefits' Financial Professionals were each hand-selected and offer a unique perspective when working with our clients. While all of our Professionals excel in insurance and benefits services for individuals and businesses, like all true success, this did not happen overnight. We value Financial Professionals having differing life experience outside of pure insurance and benefits services. RBJ Financial Professionals have diverse backgrounds that include successful careers in large scale residential real estate development, running businesses, working in the medical space and practicing law, to name a few. The majority of our Professionals have also cut their teeth and enjoyed professional success at other Financial Advisory, Insurance and Benefits firms before joining the RBJ Team. This affords RBJ Professionals differing points of view when it comes to Group Benefits and Insurance services.

Our founders believe in routinely leveraging RBJ Professionals’ life and business experience to allow us to better serve our clients. We consistently strive to exceed our clients’ expectations and remain a venerable firm in the Benefits and Insurance space.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

William R. Coleman, Jr., MSM

Managing Partner

443-834-2668

Ron@RBJWealth.com

Ron started working in the financial services industry in 1999. Prior to co-founding RBJ Insurance & Benefits, LLC and its parent company, RBJ Wealth Management, LLC (www.RBJWealth.com), Ron enjoyed a career with Martin/Wight & Company...
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Brian S. Tawney, JD*

Managing Partner

410-251-8798

Brian@RBJWealth.com

Brian works with high net worth, business owner, corporate and physician clients and their practices throughout the country, helping his clients execute appropriate financial strategies. He assists clients with their retirement plans...
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Michael P. Ferris, RICP®

Financial Advisor

443-841-9061

443-977-4274

Mike@RBJBenefits.com

Mike started his career in the financial services industry in 2014. Prior to joining RBJ Insurance & Benefits, LLC Mike enjoyed a career with Martin/Wight & Company, LLC. He has earned the designation of Retirement Income Certified...
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Carly Posselt

Financial Services Professional

210-861-8152

Carly@RBJBenefits.com

Carly Posselt joined RBJ Insurance & Benefits to help physicians and dentists protect what matters most in her clients’ lives. Not only is Carly well versed in basic and complex life insurance strategies, she focuses much of her...
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Jeffrey C Fountain Sr., AIF, CFS, C(k)P

Group Benefits & Retirement Plans

410-773-8395

410-785-7655

Jeff@RBJBenefits.com

Jeff is one of leaders of RBJ Insurance & Benefits' Group Benefits and Retirement Plan Division. Jeff focuses his efforts on offering comprehensive benefit strategies for business owners, working closely with the executives and...
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Jennifer ("Jen") Coleman

Agent

443-991-0730

Jen@RBJBenefits.com

Jen joined RBJ Insurance & Benefits, LLC after an extensive career in the medical device and real estate industries. Jen has a true passion for helping clients protect one of their most valuable assets- their income. Jen's passion for...

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John ("Jay") Boynton, III

Plan Sponsor Support, Plan Design, Plan Compliance

410-773-4471

410-773-4488

Jay@RBJBenefits.com

Jay Boyton is one of the leaders of RBJ's Group 401(k), Executive and Employee Benefits division. Jay has been working in the Qualified Retirement area since June of 1986. During the years 1996 to 2003, Jay owned and operated a Third...

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Matthew Cech

Financial Advisor

410-382-9526

Matt@RBJWealth.com

Matt started his journey in the financial services industry as a college intern with Merrill Lynch in 2009. In 2011, he joined with New York Life, gaining an understanding of Risk Management, focusing on planning for life insurance,...
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Peter Wilkinson

Financial Advisor

410-773-4487

Peter@RBJWealth.com

Peter works mostly with physicians and strives to learn as much as possible about each client’s current and future plans before helping them to understand the steps necessary to becoming financially independent, reaching the...
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Stephen W.C. Moran, ChFc®

Financial Advisor

410-812-2258

Steve@RBJBenefits.com

Steve started working in the financial services industry in 2001 when he joined Martin/Wight & Company, LLC. He joined RBJ Insurance & Benefits, LLC in 2020. Steve provides comprehensive financial advisory services to help develop...

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Troy Hays

Financial Services Professional

443-630-0400

Troy@RBJBenefits.com

Troy joined RBJ Insurance & Benefits after a successful career in the Property and Casualty insurance market. Troy’s practice at RBJ mirrors his practice in the Property and Casualty insurance world - working with business owner,...

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