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A Frederick Institution

Our Firm

step 1

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

step 2

1987

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

step 3

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

step 4

1997

Money Concepts Financial Planning Centre of Frederick

step 5

2001

Steven M. Katz CPA, LLC

step 6

2004

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

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

step 7

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. 

step 8

2013

Eddie & Olive Kunka

step 9

2016

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

step 10

2017

#1 for Liberty One

step 11

2018

Katz Metzner Financial LLC

step 12

2018 Holiday

step 13

2019

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

step 14

2019 Holiday

step 15

2020

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

step 16

2020 Holiday

step 17

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.

step 18

2021 Holiday

step 19

2022

Yetta Metzner

step 20

2022 Holiday

step 21

2023

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