Not your parents’
Our clients and their families have reached the next stage of their life where things have gotten more complicated. They have busy lives and want to make sure during their prime earning years, they are focusing on what matters now, as well as planning for their future. Markets go up and down, careers change, college needs funding, and unforeseen life events occur; now is the time to maximize your money’s potential. At this critical point, time is your most valuable asset. The earlier you start planning the more powerful your outcome will be.
Ensuring our clients understand their own finances and their options
Simplifying finances for our clients rather than overwhelming or overcomplicating
Guiding and empowering our clients to make smart choices while co-creating financial plans
Educating ourselves and asking all the right questions to offer well-informed recommendations
Elliot Pepper, CPA, CFP®, MST
Financial Planner & Director of Tax
Makes sure we integrate the best tax strategies into your financial plan
Prior to launching Northbrook Financial, Elliot – a summa cum laude graduate of University of Maryland and University of Baltimore – worked in the tax practice of Ernst & Young, a “Big 4” global accounting firm, and Brown Advisory, a multi-national investment advisory firm. With strong tax technical acumen and a deep understanding of personal financial behavioral habits, Elliot connects with his clients by providing objective and actionable advice in relatable laymen’s terms.
When he’s not reading up on the latest changes to the tax code, Elliot enjoys spending time with his wife, daughter, and two sons. An avid runner and basketball fanatic, he has completed multiple marathons and loves playing and watching basketball with friends and family. He is also a self-described book worm and particularly enjoys reading about behavioral economics, financial markets, and anything related to big wave surfing!
Mike Delaney, CFP®, ChFC®
Financial Planner & Director of Investments
Finds the best investment opportunities and integrates them into your financial plan
When not talking to clients or researching the next great opportunity for them, Mike & his wife enjoy quiet city living and relaxing whenever their new daughter allows. He loves playing soccer, lacrosse, golf, basketball… and really any sport. When he’s not meeting friends or family at the movies or the local watering hole, you can normally find him reading something very nerdy, like science fiction or financial science.
Crystal K. McGuire, CPA
Director of Tax Operations
Get everything that needs getting done, done.
Director of Client Experience
Ensures our clients have the best experience possible while getting the best advice
Some of Kelly’s favorite pastimes include spending time with her grandchildren, long walks on the beach with her husband, and planning the next family adventure.