Our Philosophy:
We have summarized the basis of our work here:
Competence – Our consultants, administrators and employees undergo regular training to maintain a high level of competence in their respective areas of expertise in order to achieve the industry’s highest standards.
Independence – We act independently from banks, insurance companies, mutual fund families and other financial service providers. The only courses of action we will pursue are ones that are well-suited to the individual and corporate goals of our client.
Personalized Service and Support – Individualized service and support of our clients are of paramount importance at our firm. We offer custom-tailored solutions designed to meet your retirement goals. Your objectives matter most.
Management Team
Timothy Finkelston, ChFC
President
Tim resides in Clarksville, Maryland with his wife, Kerri, and their four sons. Tim has taken an active role in his community. He is one of the founding members of the non-profit Champions Against Cancer and is the current vice president. He also is the First Vice President of the Baltimore Chapter of the National Football Foundation and College Hall of Fame, and the Director of Baseball for the Western Howard County Youth Baseball and Softball League.
Peter Hibbard
Chairman
Following graduation in 1967 from Rutgers University, Pete was commissioned and served as an officer in the United States Marine Corps. During the Vietnam War, Pete was a platoon commander and was decorated for his leadership in combat.
Pete and his wife Beth have two children and four grandchildren and reside in Columbia, MD. Pete serves on the board of directors and chair of finance committees of several local charities including Howard County General Hospital Foundation, a member of Johns Hopkins Medicine.
Jamison Hibbard
Vice President, Client Relations
Jamie has been with CBC Retirement Partners since 2006 and currently serves as Vice President of Client Relations. He is a graduate of James Madison University with a degree in finance. Jamie is a Rotarian and has served as a board member in several local charities. He takes pride in giving back to the community where he works and lives.
He resides in Columbia, MD with his wife, Jessica, and their two children.