Manny has worked in the financial industry for over 15 years and has held various positions at some of the largest Fortune 500 companies. He currently works as a Financial Planner and Educator, making complex ideas easier to understand for people from all walks of life. This is his passion.
He works to expand access to the financial planning profession, and enjoys giving back to the community by volunteering with local organizations within the Greater Baltimore region.
Manny is an advisor for Kutztown University of Pennsylvania's Financial Planning Program degree program. He also supports low- and moderate-income families by providing pro-bono financial planning through the non-profit organization, C.A.S.H. Campaign of Maryland
As a member, he supports the Baltimore County Public School Board's Central Area Education Advisory Council, where he works as a liaison to the community to improve outcomes for over 110,000 students, the 25th largest school district in the nation.
Manny is a proud husband and father to two amazing daughters. In his free time, he enjoys fishing, Brazilian Jiu-jitsu, Sailing, and spending time with family.
He holds a Bachelor in Science and Business Administration from Kutztown University of Pennsylvania, with a concentration in Finance.
He holds a Certified Financial Planning DesignationTM, FINRA Series 6, 7, 63, 66, participates in the IRS Annual Filing Season Program, and is pursuing an Enrolled Agent designation.
John Juzbasich brings decades of leadership, business acumen, and financial expertise to Gamma Tax Navigator, a key extension of Gamma Wealth Management. As Tax Specialist, John focuses on providing tailored tax preparation services and personalized consultations to support business leaders and individual clients alike.
With a foundation in accounting from the Wharton School of Business and a Master’s in Leadership Development, John has cultivated a career that spans strategic planning, executive coaching, and innovative financial solutions. His extensive background includes serving as CEO of Merit Systems LLC, adjunct professor roles at esteemed institutions like Rutgers University and Lehigh University, and authoring insightful works on leadership and project management.
John's approach to tax preparation is informed by his comprehensive understanding of business strategy, allowing clients to optimize their financial outcomes while planning for long-term success. His one-on-one consults on business leadership reflect his passion for helping others navigate complex challenges with clarity and confidence.
Outside of his professional endeavors, John is an accomplished speaker, musician, and advocate for community development.
Shannon is a highly skilled and experienced individual in the field of government contract management. With over 10 years of expertise, she has worked with various businesses ranging from small companies to large corporations. Shannon’s educational background includes a Master’s degree in Law specializing in Government Procurement from George Washington Law School in Washington D.C., as well as a Bachelor's in Science and Business Administration with a concentration in Marketing from Kutztown University of Pennsylvania.
When she isn't collaborating with the Gamma team to review contracts, Shannon works as a principal contracts administrator for BAE Systems. In this role, she is responsible for negotiating, managing, and assessing contractual risk. Her diligence and attention to detail make her an invaluable member of the team, and her contributions are greatly appreciated.
Outside of her professional career, Shannon holds membership in the National Management Contracts Administration organization and serves as a Leader for Maryland's Girl Scouts of America. Additionally, Shannon expresses her passion for music by lending her voice to several musical groups.
Shannon's determination, professionalism, and organizational skills have made her an exceptional leader both inside and outside of the workplace. Her dedication and hard work have not only contributed to her success but also inspired those around her. We are fortunate to have Shannon on our team at Gamma and are confident that she will continue to excel in all future endeavors.
Kristerpher a seasoned and experience technologist and security engineer and large system builder has contributed his expertise to over 10 Fortune 50 companies in the last 20 years which includes time working with the US Government. Often referenced as an engineer who can overcome any challenge, Kristerpher’s experience with large data platforms and security systems has allowed him to face unique challenges and gain the technical knowledge to steer platforms safely and scale them to their highest potential.
Kristerpher’s background in technology started at an early age and continue through formal education and through community programs. In 2019 he founded the Code for Philly Tech Fellowship Program, an idea formed during support of hackathons at a community tech event in Philadelphia. While the logistics of programming and system building can be rigorous, Kristerpher has kept a mindful eye on the community and ensuring those around him prosper too.
While representing technology and security for Gamma Wealth Management, Kristerpher also is a Security Engineer and System Developer for a large tech firm. His continued focus on automation, and staying current and looking forward at tomorrows challenges keep Gamma Wealth Management tech safe and secure for our customers.
