A Frederick Institution
Our Firm
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
