Kyle Tosh, CFP®, ChFC®Founder & Managing PartnerKyle Tosh, CFP®, ChFC®, is the Founder and Managing Partner of Old Line Wealth Partners, a planning-focused practice operating through LPL Financial’s LPLE platform.Biography Kyle founded Old Line on a simple belief: people who work hard, take risks, and build real businesses deserve access to top-tier financial ideas and…
David Swaney Jr.Financial Planner, Managing PartnerDavid Swaney Jr. is a Financial Planner and Managing Partner at Old Line Wealth Partners who focuses on helping clients make confident, informed decisions during some of the most consequential years of their financial lives. Biography David believes education is the foundation of good planning, and he takes pride in…
Teresa DonovanPractice ManagerTeresa Donovan is the steady, familiar presence behind much of the day-to-day client experience at Old Line Wealth Partners. Biography With more than 25 years of experience in the insurance and financial services industry, Teresa plays a central role in helping clients feel supported, organized, and confident at every stage of the planning…
Marcus KindervaterFinancial Planner, PartnerMarcus Kindervater is a Financial Planner who specializes in helping clients replace uncertainty with clarity.Biography Marcus enjoys guiding people through complex financial decisions by helping them understand where they stand, what choices matter most, and how to move forward with confidence. Marcus believes most people aren’t lacking effort—they’re lacking a clear, connected…
Courtney BrobstFinancial PlannerCourtney Brobst is a Financial Planner who enjoys getting to know the full story behind each client she works with. Biography Courtney believes no two people arrive at financial decisions from the same place, and she values understanding clients’ experiences, priorities, and goals before helping them build a plan that truly fits. Courtney…
Benjamin SchoefflerFinancial PlannerBen Schoeffler became a Financial Planner because he believes people deserve clarity—not guesswork—when making important financial decisions. Biography Ben enjoys building thoughtful, well-structured plans and seeing how a clear strategy positively impacts clients’ lives over time. Ben is especially drawn to working with healthcare professionals, first responders, and business owners. Raised in a…
Cameron MichalakFinancial PlannerCameron Michalak is a Financial Planner who enjoys helping clients uncover gaps in their financial plans and understand strategies they may not have realized were available to them. Biography Whether it’s recognizing the need for thoughtful planning after starting a family, rethinking an inherited account that no longer fits a client’s goals, or…