Our Team

Jonathan Waters, CERTIFIED FINANCIAL PLANNER™ Practitioner, ChFC®, RICP®

Financial Planner

Jonathan Waters began his career as a financial advisor in 2007. Jonathan’s goal is to help families and business owners achieve financial freedom by establishing and accomplishing their goals, and to become a lifetime resource...

Courtney Carberry

Financial Advisor

443-492-6561

ccarberry@financialguide.com

Courtney rejoined our practice in March 2022 and currently serves as a Financial Advisor. In this role, she works directly with clients to develop personalized financial strategies and provides ongoing support as they work toward...

Steve Hawkins

Client Services Manager

443-492-6598

stevenhawkins@financialguide.com

Steve Hawkins joined our team in August of 2018, after a 25-year career with American Express as a manager for travel and financial services. Steve is responsible for submitting new account applications, processing and following up on...

Katie Waters

Practice Manager

443-492-6613

katherinewaters@financialguide.com

Katie Waters has been involved in our practice since April of 2010. In her role as Practice Manager, she is responsible for coordinating the daily activities of our office that are necessary to ensure that we continually deliver the...

Sarah Dzbynski

New Business Coordinator

443-492-6703

sdzbynski@financialguide.com

Sarah joined our team in September 2025. As New Business Coordinator, Sarah is responsible for Sarah earned her Bachelor of Science degree in Business Administration and Marketing from Towson University. She holds a Life and Health...