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.
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.