A Frederick Institution
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
Katz, Dunham & Associates, P.A. announce the relocation of their office.
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
Money Concepts Financial Planning Centre of Frederick
Steven M. Katz CPA, LLC
Steven M. Katz, CPA, has been awarded the Registered Financial Consultant designation from the International Association of Registered Financial Consultants.
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.
Eddie & Olive Kunka
Alex joined the Money Concepts Financial Planning Centre of Frederick in the capacity of Financial Planner.
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Katz Metzner Financial LLC
The team traveled to France for the Money Concepts Summer Planning Conference.
Pictured: Alex Metzner, Denis Walsh, Steven Katz
Adjustments were made for in person meetings due to the COVID-19 pandemic.
Pictured: Alex Metzner, Ashlun Kunka, Teresa Kaas, Steve Katz
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.