Get To Know WeberMessick
Based in Maryland, WeberMessick’s team of CPAs and financial advisors have provided investment, tax, and accounting services to clients throughout the country for over 30 years.
Check the background of this firm:
Serving clients throughout the country since 1984.
WeberMessick has gained the confidence of clients in an array of fields, including health care, retailing, contracting, manufacturing, and technology. Our experience working with entrepreneurs and executives in all facets of business—from incorporation to dissolution—allows us to anticipate and proactively solve problems to meet our clients’ needs. We are committed to providing personal attention to our clients, and we take pride in assuring you that our personal assistance comes from years of advanced training, technical experience, and financial acumen.
A CPA and founding partner of WeberMessick with more than 30 years of accounting and investment experience, Mr. Weber holds a BA in accounting from Loyola University (formerly Loyola College) and a master’s degree in taxation from the University of Baltimore. Mr. Weber is a Registered Representative with Kestra Investment Services LLC and Investment Advisor Representative with Kestra Advisory Services, LLC. In 1982, he became a Certified Public Accountant and since then has advised individual and business clients on investments as well as on sophisticated tax and estate planning issues. An active member of the community, Mr. Weber is a frequent speaker on topics including best accounting practices for not-for-profit organizations. Mr. Weber has served on various not-for-profit boards as well as treasurer for local political campaigns. He is currently serving on the board of NeighborSpace of Baltimore County and previously held the title of Chairman of the Board of Baltimore County Recreation and Parks. MWeber@webermessick.com.com
WeberMessick partner Brian Messick is a CPA and Financial Advisor with more than 20 years experience working with business owners, non-profits, professionals and other individuals to assess their current financial situation and plot a course designed to achieve their financial goals by maximizing investments while helping reduce taxes. Mr. Messick holds a BS in accounting from Salisbury University. Mr. Messick is a Registered Representative with Kestra Investment Services, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC.
Kathryn A. Messick
Director of Investment Operations
With more than 17 years of financial services experience, Katie strives to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements.
Katie’s experience prior to joining WeberMessick includes leadership, compliance and operations with Morgan Stanley Smith Barney, Wells Fargo Advisors and most recently Ameriprise Financial. She is extremely well prepared to deliver the high level of service we strive to provide you.
Katie graduated from the College of William and Mary with a Bachelor of Arts in History and currently has her Series 7 (General Securities Representative), Series 9/10 (General Securities Sales Supervisor), and Series 66 (Uniform Combined State Law Exam) registrations and Life, Health and Variable Annuity License. Away from the office she enjoys running, cooking, and spending time with her husband and three children.
Mary Stone joined the WeberMessick team in January 2017 as an Administrative Assistant. Mary comes to WeberMessick with a wide variety of customer service experience including almost 20 years as a Help Desk Manager. Starting at MedStar Health, Mary provided support Help Desk Support for nine major hospitals and dozens of doctors’ offices. After leaving MedStar, she supported vocational schools for Education Affiliates and most recently Notre Dame of Maryland University.
Prior to her management experience, Mary worked for Nationwide Insurance as their Receptionist/Admin Assistant for several years. She also holds two Associate of Arts degrees from Delaware Technical and Community College in Office Systems Technology and Executive Secretarial.
Subscribe to our e-mail newsletter
Please enter your name and email address to receive updates.
1740 E. Joppa Rd.
Baltimore, MD 21234