1981

Steven M. Katz  and Michael S. Dunham announce the formation of Katz, Dunham & Associates, P.A.
Pictured: Sarah Gilbert, Michael Dunham, Jaki Merrihew, Steven M. Katz

1987

Katz, Dunham & Associates, P.A. announce the relocation of their office.

1993

Katz, Dunham & Associates released its new Entrepreneur's Guide to Business Planning. 
Pictured: Michael Dunham, Jo Ossana, Jacki Troxell, Dottie Hopkins-Lippy, Kathy Bare, Sarah Gilbert and Steven Katz

1997

Money Concepts Financial Planning Centre of Frederick

2001

Steven M. Katz CPA, LLC

2004

Steven M. Katz, CPA, has been awarded the Registered Financial Consultant designation from the International Association of Registered Financial Consultants.

2005

Steven M. Katz, CPA, LLC  presented a check  to Habitat for Humanity of Frederick County, Maryland. This generous donation represented a portion of the fees generated from the tax returns prepared by Mr. Katz's firm through April 15, 2005. 

2013

Eddie & Olive Kunka

2016

Alex joined the Money Concepts Financial Planning Centre of Frederick in the capacity of Financial Planner. 

2017

#1 for Liberty One

2018

Katz Metzner Financial LLC

2018 Holiday

2019

The team traveled to France for the Money Concepts Summer Planning Conference.
Pictured: Alex Metzner, Denis Walsh, Steven Katz

2019 Holiday

2020

Adjustments were made for in person meetings due to the COVID-19 pandemic.
Pictured: Alex Metzner, Ashlun Kunka, Teresa Kaas, Steve Katz

2020 Holiday

2021

As of July 1, 2021, Alex Metzner has officially been named the President of Katz Metzner Financial LLC, your Money Concepts Planning Center of Frederick.

2021 Holiday

2022

Yetta Metzner

2022 Holiday

2023

Steve "retired" and we welcomed Timothy Kovalchick to the team.