Broker Check


At TMG LLC, we believe our teamwork approach adds a broader perspective to all we do and strives to provide increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Christopher is a Managing Partner and Co-Founder of The Monitor Group. He is very enthusiastic to grow and lead the business. He is committed to developing the firm through people, process, and knowledge. With more than 19 years of...

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Amy is a Managing Partner and Co-Founder of The Monitor Group. She dedicates her time to serving the needs of advisors and clients. She has the ability to see the impact of small details in the big picture, and is known for taking...

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Marty, one of the Managing Partners of The Monitor Group, leads growth efforts through his leadership in business development and risk management, including recruiting, practice management and supervision. He is a Business Coach and...

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Marshall Stephen (Steve) Knight Joined The Monitor Group in March of 2015. Steve has been in the investment industry for over 29 years. Shortly after joining the group Steve moved to Deland, FL opening a branch location for the Monitor...

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Eric Schultz

Vice President, Wealth Manager



Eric is a Vice President and Wealth Manager at The Monitor Group joining the firm in June 2019. Eric went to work for a large regional accounting firm after graduating from the University of Maryland in 1984 with a degree in accounting...

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Gary Levine

LPL Registered Sales Assistant


Gary joined The Monitor Group in 2008. He currently assists our financial advisors with their client cases and specializes in the development of financial plans. Gary’s strong analytic and quantitative skills enable him to help...

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Elizabeth joined The Monitor Group in 2011, as an Operations Specialist. She currently serves as the interface between clients and financial institutions, processing all account related activity. Elizabeth is responsible for...

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Laura Starr Levengard

Office Manager and Marketing Specialist

(301) 251-8550

Laura is a CEO with 20+ years’ experience as a serial entrepreneur starting and managing several successful businesses in the Washington, DC area. In 2016, Laura joined the TMG team bringing many years of expertise...

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Jordan joined The Monitor Group in 2008, where she served as an administrator to several advisors. After a brief hiatus of running her family’s business, she returned to the firm in September 2016 to resume her responsibilities as...

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