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Our Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Angie Treff

A Maryland native, Angie worked her way through college and built a successful career as a CPA and a CERTIFIED FINANCIAL PLANNER™ practitioner for both individuals and corporations. With a Master of Science degree in Finance from the University of Baltimore, Angie continues to keep herself up-to-date on changing tax laws that may have an affect on her clients’ wealth and security. Married to her husband Carl since 1989, they share their lives with their sons, Alex and Aidan, and with loving family and friends. 

"My grandmother and aunt each owned businesses. They provided me with strong role models. They helped me believe that I could accomplish anything if I worked hard enough for it. Today, I hope my success will inspire other women to follow their dream, whatever it may be." 

Becky Craig

Becky’s path led her from a small town in Utah to a career in the Navy. Graduating from the Naval Academy, she served her country 9 years as a Naval Intelligence Officer and Anti-Terrorist Analyst, keeping track of threats to Americans worldwide. Today, as a CERTIFIED FINANCIAL PLANNER™ practitioner and CPA, she uses the values instilled in her in the Navy - values like duty, honor, and service above self - to help you find solutions to your financial needs. 

"My clients often tell me that I can make complicated concepts easy to understand. And, if I don’t have the answer, I’ll find somebody who can help us figure out the best solution." 

Becky has been married to Jasper, another Naval Academy graduate, since 1991. They settled in the Chesapeake Bay area after their active duty years in the Navy and frequently race together in local sailing regattas.