Johanna Bathurst
President
Meet Johanna, the founder of JLB Wealth Management Group, a bespoke financial planning firm nestled in the heart of Timonium. With over 25 years of experience in the financial planning and investment realm, Johanna has developed...
Carly Neidecker
Financial Planner/Investment Advisor
Erin Beerli
Office Manager
Working with Johanna since 2015, Erin’s role with the firm as Office Manager centers on client relations. Erin is responsible for assisting Johanna and our clients with all of their investment advisory and financial planning...
Deborah Blair, CPA, CGMA
Owner of Deborah L. Blair, CPA, LLC
Debbie is the owner of Deborah L. Blair, CPA, LLC. Debbie has over 30 years of accounting, tax, finance, and business experience—both in public practice and private industry. Mostly recently, she has assisted small- and...
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.