OUR TEAM

As chief operating officer of Widmann Financial Services, Laura is a key member of the firm’s management team. She leads in the oversight of the firm’s financials, operations, and compliance, while still building successful client relationships. Her degree in accounting, aptitude for numbers, and strong analytical skills provide her with a solid foundation in financial services. She has earned the Accredited Asset Management Specialist^SM certification from the College for Financial Planning, is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network^®, and holds FINRA Series 7, 24, and 66 securities registrations. Laura joined Widmann Financial Services in 1996 and became an equity partner in 2009. 

Away from the office, Laura enjoys participating in volunteer Bible education work. She and her husband, David, reside in Annapolis and love to explore new places, traveling the world when they can.

David earned his BS in finance with a concentration in securities analysis and portfolio management from the University of Maryland. He joined Widmann Financial Services in 2007 after two years in the life insurance field and 13 years in banking. He currently holds the CLTC® designation from the Corporation for Long-Term Care Certification, an independent and nationally recognized organization for long-term care training. He specializes in retirement and long-term care planning and conducts long-term care informational seminars throughout the year. He is licensed to sell life insurance and long-term care insurance in Maryland, Pennsylvania, and Virginia.

In 2011, he earned the designation of Chartered Advisor for Senior Living® by completing a concentration of college-level courses in retirement and long-term care planning from the American College. Additionally, David holds FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network®.

David is a past president of the Greater Bowie Chamber of Commerce and served as chairman of the Board of Directors of the National Capital Radio & Television Museum. He has been involved in scouting for over 20 years and previously led a Boy Scouts of America Venture Crew and was a coach for the Scholastic Clay Target Program. Currently, he competes in various shooting sports tournaments.

David lives in Pasadena with his wife. 

David earned his BS in computer science from the University of Maryland with a concentration in math, physics, chemistry, and biology.  After graduation, he joined the National Security Agency.  After nine years, and looking for a change, he attended post-graduate school at the American College where he completed advanced studies in investment and insurance management, estate planning, taxation, and personal financial planning, culminating with the designations of Chartered Life Underwriter^® (CLU^®) and  Chartered Financial Consultant^® (ChFC^®). 

In 2011, he earned his Accredited Investment Fiduciary^® (AIF^®) designation. David  has been working in the financial services industry for the over26 years. 

David was a swimmer, springboard diver, and water polo player in college. In his free time, he coaches the Montgomery County Public High School Divers as well as coaching swimming for Rockville Municipal Swim Center (RMSC).  He also coaches his daughter’s softball team.  He currently resides in Silver Spring with his wife and four children.

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 and interpersonal skills, compliance, leadership, problem-solving and decision-making skills, technical knowledge and 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 has served as president of her temple. She lives in Bowie with her husband, daughter, and lovable dog.

Justin joined Widmann Financial Services in September 2023 bringing experience as a relationship banker and trade support team member. He holds a Bachelor of Science degree in business with a specialization in finance from the University of Baltimore. Justin holds the FINRA Series SIE, 7TO, and 63 securities registrations with Commonwealth Financial Network ®. Additionally, he holds a Life, Health, and Variable Insurance license in Maryland.

When away from the office, Justin stays active playing volleyball and organizing local tournaments for players in the Maryland, DC, and Virginia region.

Mike has spent more than 25 years serving clients with Widmann Financial Services. Although he no longer acts as a financial consultant, he continues to assist our office as director of financial planning services. In his prior career, Mike spent more than 32 years 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. 

Mike earned his BS in accounting from LaSalle College in Philadelphia, Pennsylvania. He holds the designations of Certified Government Financial Manager^®, Certified Internal Auditor^®, and Certified Fraud Examiner. 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, and enjoys playing golf in his spare time.