Our People MEET THE TEAM AT........ THE INVESTOR'S FRIEND Doug Camp (410) 648-6866 (410) 648-6877 firstname.lastname@example.org Doug has been in the financial arena for over twenty years. With experience in banking, lending, tax consulting, and investment securities, he brings the knowledge to act as the private financial consultant. Doug's job is to look for all the clients' needs, and match them with the appropriate financial specialist to get the client the best answers available. Doug has numerous banking certifications, tax preparation certification, and SEC/FINRA series 7 general securities, and series 66 investment advisory licenses. He also holds Life and Health Insurance licenses in six states.Doug holds a bachelor's degree and post-graduate research honors from Virginia Tech. Barbara Efland (410) 648-6866 (410) 648-6877 Barbara has over 30 years experience as an estate paralegal. She is the administrative assistant and office manager for the firm. Barbara's expertise lies in the areas of organization and client service. Barbara makes sure the client experience with our firm is efficient and friendly. Barbara also assists Sally and The Fiduciary's Friend with tax and estate and trust issues. Barbara has quickly become a valuable asset to out businesses and our clients. Beverly Duff Administrative Assistant 410-648-6866 410-648-6877 email@example.com Beverly joins our office with 30 years of bookkeeping and office management experience. Her focus will be client management for The Investor's friend as well as The Fiduciary Friend. George L. Bartholomew, Jr. (410) 310-1789 (410) 648-6877 George began working with The Investors Friend full time in 2018 after earning his Series 7 and Series 66 financial certifications. George has the unique perspective of starting out as a client before deciding to make a career change and transition to the financial services industry. Georges objective is ensuring that the clients experience is personal, professional, and respectful.While studying for his licensing tests, George interned with Doug in various administrative capacities in order to to gain experience. George relocated to the beautiful Blue Ridge mountains of North Carolina, where he has his own branch office.George holds a Bachelor's degree from the University of Delaware with additional coursework in paralegal studies, emergency medicine, and firefighting (he was a volunteer EMT/firefighter for thirteen years). He enjoys exploring the mountains, travelling (most recently to Africa), and photography. George and his wife, Terry, live in Boone, NC, with their beloved bull terrier, Cowbell. Team Organizations and Firms The Fiduciary's Friend - Headed by Sally Camp, this firm specializes in fiduciary accounting work. She brings experience with estate and trust administration, tax preparation and consulting. Sally is an enrolled agent with the Internal Revenue Service.Craig E. Lytle, CFP, Income & Estate Planning Partners, P.A., President - The company is a professional association, which places the joy of serving their clients at the center of everything they do. It is an independent and comprehensive financial planning, insurance and estate planning firm. Contracts and/or agreements are in place with the finest insurance companies available to independent professionals. Craig is not registered with Cambridge to offer securities or advisory services to clients. Craig strictly assists us with direct insurance business only.