Broker Check

Team

 

Todd Wilhoit

President

(443) 249-3514 x101

twilhoit@cipadvisor.com

As the owner of Chesapeake Investment Planning, Todd Wilhoit provides his individual and business clients with quality, personal and professional financial planning advice, investment management, and insurance planning services. Todd...
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Jay Bogaczyk

Financial Advisor

(443) 249-3514 x104

jay@cipadvisor.com

Jay Bogaczyk has been providing investment services in the Maryland area for more than a decade. His primary focus is to create long-term relationships that will help provide clients with the professional advice needed to help them...
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Megan Penn

Office Manager / Advisor Associate

(443) 249-3514 x102

mlamb@cipadvisor.com

Megan joined our firm in June 2014, bringing more than 10 years of experience in customer service management. Megan provides office management and client hospitality by working with the firm’s advisors to organize events,...

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Adair Tyler

Financial Advisor

(757) 787-4279 x107

adairtyler@cipadvisor.com

Adair prides himself in assisting clients with goal setting and life planning, making sure that the best laid plans aren’t derailed. After 12 years advising for some of the largest firms in the industry, Adair has learned that helping...
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Jeremy Meyer

Financial Advisor

(757) 787-4279 x106

jeremy.meyer@cipadvisor.com

Jeremy Meyer has worked in the Financial Services industry for 17 years. After graduating from Salisbury University, Jeremy spent 10 years in the Baltimore area working for T. Rowe Price and M&T Investment Group. In 2009, Jeremy was...
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Tommy Painter

Financial Advisor

Tommy Painter is a Managing Partner of Painter Financial Group. Tommy has been a financial professional for nearly 12 years and has helped grow Painter Financial Group to be the successful company it is today. Tommy is a licensed...
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