Meet the professionals who can help you
Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
Meet The Team
The team behind Transition Advisor Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
June OppmanFounder, President and CEO of Transition Advisor Group and Transition Planning Associates
June Oppman is the founder, president and CEO of Transition Advisor Group as well as Transition Planning Associates, an insurance brokerage firm. June has insurance licenses in Maryland, North Carolina, Pennsylvania and Virginia. She has a strong desire to help families establish a plan for their life goals and takes time to truly listen to her clients and understand their individual circumstances.
June works with her clients to build, manage and protect their assets through their life transitions. Her services include retirement, Social Security, final expenses, and tax and income strategies to help create prosperity through effective planning.
John Toomey President of Transition Financial Services
John Toomey President of Transition Financial Services
John has been helping clients pursue their financial goals for over a decade. He truly cares about his clients and believes the cornerstone of financial planning is the recognition that everyone’s economic and life situations are unique. When working with clients, he uses risk management and tries to help clients eliminate emotion in the investing process so he can help guide them toward financial success.
An Investment Adviser Representative, John has a fiduciary responsibility to his clients and always puts their best interests before his own. Previously, he was the key financial and investment decision-maker for various corporations. John believes everyone deserves objective advice, free from conflicts of interest, and understands that personalized planning is essential when matching clients with the right strategy, tools and services.
Michelle Brennan Director of Operations and Client Services
Ready to Take
The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
