Our Team — Experience the Difference
Bradley E. Sheahan, RFC, ChFC
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Brad Sheahan is the founder of Calvert Wealth Management (formerly, Calvert Financial Advisory). He has over 35 years of experience in the financial industry. Brad earned his Chartered Financial Consultant designation from the American College and holds the philosophy that learning must be a daily part of our lives. He incorporates a holistic approach to Wealth Planning and Investment Management to help clients reach their financial goals. Outside of work, he can often be found enjoying his family, playing his guitar, going to the gym, or working in the yard. Brads motto in life is "Always look for new adventures and experiences and people to share them with. These are the things that add character to our lives and the things we remember most."
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Office Manager and Client Relations Specialist
Jeanie Isreal specializes in client service and office management for Calvert Wealth Management. Her sense of humor is warming to the heart. Jeanie lives in Huntingtown and enjoys her family, especially her two grandchildren. Weekends in the summer are often spent at Motocross events where she nervously watches her two sons race their motorcycles. She also enjoys traveling and visiting historical sites. Jeanie lives her life with the philosophy "You can’t change your past, but you can change your future: So in the end, it’s not going to matter how many breaths you took, but how many moments took your breath away."
Michael A. Cox, RFC
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Mike Cox holds a Bachelor of Science degree in Engineering, and a Graduate Certificate from the Georgetown University Financial Planning program. He specializes in Comprehensive Wealth Planning and Investment Management for select individuals and business owners. Mike takes pride in fully understanding his client’s goals and dreams, and then charts a strategic investment course to help them reach their goals. Mike has a keen sense of humor, loves practical jokes, and has an adventurous spirit that coincides with his zest for life. In his free time he enjoys spending time with family, especially his nieces and nephews, working out, skiing, wine tastings, and volunteering his time with a local youth group that rebuilds homes each summer in Appalachia. His life philosophy centers on "There is little difference in people — but that little difference makes a big difference. That little difference is ATTITUDE. The big difference is whether it is POSTIVE or NEGATIVE."
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Marketing Director and Client Relations Specialist
Tina Whitney directs marketing and public relations efforts, as well as the coordination of Calvert Wealth Management events. In addition, she specializes in social media, CWM business planning, and client relations. She has a contagious laugh and brings a spirited sense of humor to the office. Tina enjoys spending time with family and friends, and is extremely proud of her children, one of whom is currently serving in the US Marine Corps. In her free time, she enjoys running & working out, wine tastings, entertaining, and maintaining a comical approach to life. Her motto centers around the famous quote that you must "Enjoy the little things in life, for one day you may look back and realize they were the big things."
John T. Stone, Jr., RFC
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John T. Stone Jr., holds a Bachelor of Science degree in Finance, and he has always known that his passion is working with people and their Investments. As a Wealth Advisor, he prides himself on educating clients about the world of investing, and the strategic solutions available to help them achieve their goals and dreams. John loves spending time with his beautiful wife Lauren, volunteering at his church’s Children’s Ministry, golfing, scuba diving, and skiing. He hopes to one day revisit Japan, where he enjoyed learning about the Japanese culture, and discovered one of his favorite quotes, "You should use your mind like a mirror: Accept all, reflect all. Receive, but do not keep."
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Retirement Plan Coordinator
Kelly Sheahan is a graduate from University of Maryland-Baltimore County with a BA in English Literature, but soon realized that she wanted to follow in the footsteps of her father and join the CWM team to specialize in Group Retirement Benefits. Kelly quickly acclimated herself to the role of Assistant to the GRB Department and is steadfast in continuing her education in this field. In addition to Kelly’s friendly and energetic disposition, she has a smile that brings sunshine to your day and is always willing to help out wherever needed. In her spare time she enjoys reading, spending time with her friends and family and playing with her dog, Waldo. She maintains a healthy lifestyle and looks forward to unwinding at the gym after a day at the office. "The world is too dangerous for anything but truth and too small for anything but love -William Sloane Coffin"