Art Widmann, CFP®, AIF®, MSFS
Art is the founder of Widmann Financial Services. He has more than 30 years of experience in personal and institutional investment management. He earned his bachelor of science degree in finance from the University of Maryland, College Park, and has done post-graduate studies in sstate planning at George Washington University. Art completed his masters of science degree in financial services from The American College and earned his Accredited Investment Fiduciary® (AIF®) from the Center for Fiduciary Studies.
He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) from the College for Financial Planning in Denver, Colorado.
Art is involved in several nonprofit organizations, including the Boy Scouts of America and its National Honor Society, The Order of the Arrow. As a past president of the Greater Bowie Chamber of Commerce, Art continues to advocate for local business and leadership training within the community. In addition, he teaches sstate and retirement planning courses at a local college.
Art Widmann is proud to have been recognized as a Chairman’s Level advisor for 2015—a distinction based on annual production attained by just over 3 percent of advisors affiliated with Commonwealth Financial Network®.
Laura Ruiz, AAMS®
Director of Investment Services
As a principal with Widmann Financial Services and director of investment services, Laura oversees our team of investment professionals. She works directly with portfolio management and is a key player in building successful client relationships. Her degree in accounting, aptitude for numbers, and strong analytical skills provide her with a solid foundation in the field of financial services. She has earned the Accredited Asset Management Specialist (AAMS®) certification from the College for Financial Planning, is a Registered Representative of Commonwealth Financial Network®, and holds FINRA Series 7 and 24 securities registrations. Laura joined Widmann Financial Services in 1996 and became an equity partner in 2009.
Laura does extensive volunteer educational work within the Baltimore-Annapolis corridor.
Robert earned his bachelor of science degree in finance from Towson State University. He holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network® and is also licensed to write life insurance in Maryland. For the past 15 years, he has worked in the business and financial arena. Robert serves a diverse group of clients, including individual investors, small businesses, and nonprofit organizations.
Robert is past chairman of the board and past president for the Anne Arundel Senior Services Provider Group. He has been a featured speaker for the Anne Arundel County Department of Aging, Charles County, as well as the local chapters of AARP, NARFE, and other fraternal organizations.
Robert lives in Arnold, Maryland, with his wife and two children.
David Wolf, CASL®, CLTC
David earned his bachelor of science degree in finance with a concentration in securities analysis and portfolio management from the University of Maryland. He currently holds the Certified in Long-Term Care (CLTC) designation from the Corporation of Long-Term Care Certification, an independent and nationally recognized organization for long-term care training. He joined Widmann Financial Services in 2007 after two years in the life insurance field and 13 years in banking. He specializes in retirement and long-term care planning and conducts long-term care informational seminars throughout the year.
David holds FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network®. Additionally, he is licensed to sell life and long-term care insurance in Maryland and Virginia. In 2011, he earned the designation of Chartered Advisor for Senior Living™ (CASL®) by completing a concentration of college-level courses in retirement and long-term care planning from the American College.
David volunteers his time by serving on the board of directors of the Greater Bowie Chamber of Commerce and is currently chairman of the board for the National Capital Radio & Television Museum in Bowie, Maryland. He also serves as an adult leader for the Boy Scouts of America coed Venture Crew. David lives in Pasadena with his wife and two children.
Mike has more than 32 years of auditing experience with the Office of the Inspector General, the U.S. Department of Agriculture, and the U.S. Army Audit Agency. He served in every capacity, from auditor to acting assistant inspector general for audit. In addition to financial planning, Mike specializes in college savings plans.
Mike earned his bachelor of science degree in accounting from LaSalle College in Philadelphia, Pennsylvania. He also holds the designations of Certified Government Financial Manager, Certified Internal Auditor, and Certified Fraud Examiner and is a member of the National Financial Aid Practitioners Alliance. During his extensive career, Mike received numerous awards. He is a past member of the Education Committee of the Bowie Chamber of Commerce and past president of the Montgomery Prince George’s Chapter of AGA.
Mike lives in Bowie, Maryland, with his wife and in his spare time enjoys playing golf.
Lisa earned a bachelor of science degree in business management from the University of Maryland, College Park. She also holds an AA in business administration. Lisa came to Widmann Financial in 2009, beginning as an administrative assistant. She holds the FINRA Series 7 securities registration.
In 2013, Lisa stepped into her new position as investment associate. In this role, she interacts closely with clients, providing account management assistance. Supporting the registered representatives in the office, some of Lisa's responsibilities include conducting financial research, providing trade support for client accounts, gathering and organizing data for client meetings, and helping to ensure compliance with financial industry regulations.
Lisa also serves our clients as a notary public.
Lisa and her husband have lived in Bowie for more than 25 years. They have two sons and two daughters. Lisa volunteers her time with the homebound of her church. In her free time, she enjoys traveling, reading, and attending theater performances.
Felicia heads our administrative team. She has been with Widmann Financial Services since January 2000. She has more than 20 years of office experience, having served as a certifying officer and financial services coordinator for the U.S. Soldiers and Airmen’s Home in Washington, DC. Client service is at the forefront of every task in the office.
In August 2012, Felicia attended the Advanced Topics Symposium in Boston, where she received Commonwealth's "2012 Staff Member of the Year Award." Award recipients were nominated by their advisors based on seven criteria: client service, communication/interpersonal skills, compliance, leadership, problem-solving/decision-making skills, technical knowledge/ability, and time management.
Having studied voice at the University of Maryland, Felicia is our designated birthday singer! Her many activities include volunteering at the City of Bowie Ice Arena. In addition, she currently serves as vice president for her temple. She lives in Bowie with her husband, daughter, and lovable dog.
As a recent cum laude graduate of Pennsylvania College of Technology, Anthony earned a bachelor of science degree in business administration with a concentration in banking and finance and a minor in financial planning.
He successfully completed an internship with Widmann Financial Services in August 2015 and joined the company in January 2016 as a financial paraplanner. While in school, Anthony served as president of the Student-Managed Investment Club and participated in the Accounting Society. He also worked as a volunteer tax preparer in the IRS Volunteer Income Tax Assistance (VITA) program, helping lower-income earners prepare state and federal tax forms.
As a paraplanner, Anthony works closely with Art, Robert, Dave, and Lisa to gather, analyze, and prepare information for clients, follow up on decisions, and assist in any other administrative task to provide services to clients. Striving to become an advisor, Anthony plans to earn his CERTIFIED FINANCIAL PLANNERTM (CFP®)certification in the near future.
Jackie is a "jack of all trades." A member of our efficient administrative staff since September 2004, she interacts directly with our clients. During her busy day, Jackie answers and returns phone calls, makes appointments, and prepares and processes client forms.
Jackie is the "designated" baker for the office, often making baked goods for her coworkers.
In her spare time, Jackie enjoys working in local politics and political campaigns. She also enjoys traveling with her husband. Jackie was a stay-at-home mom to her four children before entering the workforce when her youngest was in high school. Now a grandmother of four, she enjoys cooking and baking for her grandchildren and spending weekends at the beach. Jackie lives in Bowie, Maryland, with her husband.
As a recent magna cum laude graduate of Bowie State University, Dynesha earned her bachelor of science degree in psychology. She is currently pursuing her masters of science degree in financial management and information systems. Dynesha joined Widmann Financial Services' administrative staff in September 2015. In January 2016, she won the "Rookie of the Year" Award.
Dynesha takes great pride in being the "sunshine" in the office. She greets clients, answers phones, schedules appointments, and assist with client prep.