The purpose of the Financial Roundtable is to plan educational Roundtables by the Financial Business Community on topics that are current and relevant to the members and guests of the HVBF. These meetings will be held quarterly.
Dennis Carter, Financial Planner, Heritage Financial Consultants & Chair - Financial Roundtable
Financial Roundtable Committee: Sherri Thomas, First Financial Group; Suzanne Goad, SC&H Group;
Krista Jacoby, BB&T Financial Center Hunt Valley; Mary Ellen Morrison, Executive Director HVBF
