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
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...
Brian S. Tawney, JD*
Managing Partner
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...
Michael P. Ferris, RICP®, ChFc®
Financial Advisor
443-977-4274
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...
Anna Schissler
Financial Services Professional
Jeffrey C Fountain Sr., AIF, CFS, C(k)P
Group Benefits & Retirement Plans
410-785-7655
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...
Jennifer ("Jen") Coleman
Agent
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...
John ("Jay") Boynton, III
Plan Sponsor Support, Plan Design, Plan Compliance
410-773-4488
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...
Matthew Cech
Director of Investment Services
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,...
Stephen W.C. Moran, ChFc®
Financial Advisor
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...