Albert Faragalla

Partner

Email | Phone: 301-694-9712

• Albert is a Partner at Monocacy Wealth Management and is the founder and owner of Faragalla and Associates
• He has an MBA and a BS in Accounting from Pittsburg State and is an inactive CPA
• Albert has held a variety of senior finance positions in the areas of real estate, financial services, telecommunication, medical and government contracting

Shawn Burman

Partner

Email | Phone: 301-694-9712

• Shawn is a Partner at Monocacy Wealth Management
• He also manages the overall tax department of Monocacy CPAs & Advisors while holding a Master of Taxation degree.
• He brings eleven years of experience working with domestic and international businesses helping owners make smart, proactive choices when it comes to their finances.
• Shawn has significant experience working with businesses in the construction, manufacturing, and technology industries including annual compliance, cash flow analysis, and sales of private businesses.
  

Carter Shaffer, CFP®

Financial Advisor, Chief Compliance Officer

Email | Phone: 301-694-9712

• Carter is a Financial Advisor and Managing Partner at Monocacy Wealth Management
• He holds a BS in Finance from the University of Maryland; Robert H. Smith School of Business, is a Series 65 licensed Investment Advisor, and has obtained his CERTIFIED FINANCIAL PLANNER™ certification
• Carter has previously worked on top ranked teams at both Wells Fargo Advisors and a large independent RIA
• In his spare time, Carter enjoys traveling, riding motorcycles, and volunteering in the special needs community

Tim Miller

Financial Advisor, Partner

Email | Phone: 301-694-9712

• Tim is a Financial Advisor and Partner at Monocacy Wealth Management
• He also manages the daily processing of financial services at Faragalla & Associates and consults with clients to help find solutions for complex needs
• He has a Bachelor’s in Accounting from West Virginia University and is a CPA
• He enjoys the outdoors and volunteering as an assistant wrestling coach

Gavin Collins

Financial Advisor

Email | Phone: 240-316-6415

• Gavin Collins is a Financial Advisor with Monocacy Wealth Management.
• He is a Series 65 Licensed Investment Advisor with a background in Mathematics and Computer Science.
• After growing up in Frederick, Maryland, Gavin relocated to Cape Coral, Florida, where he focuses on helping retirees, pre-retirees, and business owners design tax-efficient investment and income strategies tailored to their goals.
• Outside of work, Gavin enjoys playing golf, serving as a youth leader in his church community, and pursuing his passion for cars as an automotive enthusiast.

Leah Paire

Client Success Manager

Email| Phone: 301-694-9712

• Leah is our Client Success Manager at Monocacy Wealth Management
• She brings a diverse set of talents and expertise with a background in consulting and strategic operations for small businesses
• As a team member, she assists with internal operations as well as enhancing the overall client experience
• In her spare time, Leah enjoys building Japanese cars, traveling around Europe, and training Jiu-Jitsu

Finley

Director of Barketing

Email | Phone: 301-694-9712

• Finley is our 4 year old King Charles Cavalier Spaniel
• When in the office, he is responsible for first impressions and maintaining office morale
• In his free time, he enjoys chasing balls, pretending to be a mop, and leaving no face unlicked

Emily Hogan

Alternative Fund Specialist

• As an Alternative Fund Specialist at Verdence, Emily provides a wide variety of client and support services, assisting the advisory and executive teams. Whether it’s a reporting or technology challenge, Emily drives toward solutions that help our team and our clients.
• Prior to joining the team, Emily served as an Operations Analyst at Morgan Stanley. She holds a bachelor’s degree in financial economics from the University of Maryland, Baltimore County (UMBC). During her tenure at UMBC, she was a mentor for the Economic Council of Majors and also served as an English teacher during mission trips in Romania and India.

Verdence Client Relationship Summary

Jason Edelson

Executive Director of Trading

• As Executive Director of Trading at Verdence, Jason is responsible for overseeing trade operations and executing personalized services for clients’ investment and planning needs. In his role, Jason also manages Verdence Family Office transactions.
• Jason takes pride in the speed and accuracy with which he and his team can currently execute trades to meet clients’ goals and needs. He understands the importance of risk and profitability in each. Jason and his team work together to drive process improvements, technology, and enhanced security with the goal to make trades more and more efficient for each client.
• Outside of the office, Jason is an avid baseball fan. He enjoys spending his free time coaching his son’s club baseball team and collecting baseball cards and memorabilia.

Verdence Client Relationship Summary