Client First

To place a client’s personal and financial interests before the company’s own.

The
Golden Rule

Treat others how you want to be treated.

Teamwork

Working cooperatively to accomplish common goals.

Accountability

Each individual is held responsible for their work and actions.

Professional
Development

Promote professional growth through education.

Our Team

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Patrick Carroll, CFP®, CExP™

Patrick Carroll has spent more than 35 years helping people create plans designed to protect their lifestyle and prepare for their futures. He loves going through the journey with families to help them accomplish their goals, whether they want to live a comfortable retirement, travel, or provide an endowment to a specific charity. Patrick believes people should enjoy their money and do what they love to do with it. To work with Patrick is to work with an advisor who wants to see you develop plans to live your best life. 

Patrick graduated from Virginia Tech with a Bachelor of Science degree and from the American College of Financial Services with a Master of Science. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Certified Exit Planner designation from the Business Enterprise Institute. Patrick loves to travel internationally, enjoy good food, and spend his time with his wife and two daughters. If you’d like to know more about Pat’s background, ask for the book about his family, and he’d be glad to give you a copy!

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Todd Feldman, CFP®, CExP™

If you’ve ever lost sleep because you were worried about protecting your future and growing your business, you are not alone. Todd can’t wait to help you develop a comprehensive strategy and implement effective tactics to help you achieve your ideal future. An innate problem solver, he enjoys working with driven business owners who are ready to plan for the future they deserve.

Todd, leading Obsidian’s business development team, relishes the opportunity to help business owners reach their goals every day. He holds a Bachelor of Science in Finance from the Smeal School of Business at the Pennsylvania State University. Todd is also a CERTIFIED FINANCIAL PLANNER™ professional, and has earned the Certified Exit Planner designation from the Business Enterprise Institute.

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Pam Flick, CFP®

When it comes to your most important documents, do you feel scattered? Pam Flick, Obsidian’s Senior Planner, is eager to help. Pam enjoys getting your documents organized, analyzing your data and making strategic recommendations to guide you toward your goals. To Pam, details matter; she diligently scrutinizes every aspect of your plan to ensure your long-term success. With over 20 years at Obsidian, Pam will leverage her extensive experience and unrivaled knowledge base to your advantage.

In addition to being a CERTIFIED FINANCIAL PLANNER™, she holds a bachelor’s degree in Business Administration/Marketing from Indiana University of Pennsylvania and an MBA in Finance and Investments from The George Washington University.

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Sean McCarron

You have questions. Sean will help you find answers. What’s his favorite part of the job? It is providing a comprehensive service to you, our clients. From investment accounts to insurance planning, trusts, estates, and everything in between, a good day for Sean is when you have the information and education to make confident, well-informed decisions.

As a Client Service Specialist, he’s has been assisting Obsidian clients for over 20 years and holds degrees from the University of New Haven and The George Washington University. He also holds FINRA Series 7, 6, 63, 66 licenses and Life/Health/Property & Casualty insurance licenses in the state of Maryland.

Kelsey Easter

Clients looking for solutions to help them maintain their standard of living through retirement will love working with planning team member Kelsey Easter. Kelsey got her bachelor’s degree in accounting and information technology from Virginia Tech. Her background in both public and private accounting means she is very detail oriented

Kelsey loves working with clients and getting to know them and understand their unique situations. After being with Obsidian for several years, she feels she knows the clients well and looks forward to meeting new ones in the years to come.

Landon Buzzerd

If you’re a business offering a 401k plan to your employees, you’ll want to talk with Landon Buzzerd. Having recently earned his BA in economics from the University of Maryland College Park, Landon loves to help business owners understand 401k offerings, as well as money management and other forms of client services.

The newest member of the Obsidian team, Landon loves getting to know clients. He brings a deep understanding of technology to the Obsidian family and is always eager to help his colleagues and clients get the most out of their systems.

Becky Clawson

You can count on Becky to bring energy, enthusiasm, and communication skills to Obsidian through her role as Professional Service Partner. She enjoys interacting with clients regularly to keep them in the loop about where they are in the process. Getting to know clients and their stories and goals is her favorite part of the job. She also brings a unique perspective to her role, having been a business owner who successfully sold her own company in 2018. “The impact and guidance our team provides to people can be life-changing, and that is something to be excited about,” she said.

Becky earned her bachelor’s degree in advertising/business administration and her master’s of science in integrated marketing communications from West Virginia University. She looks forward to bringing her expertise and skills to every client at Obsidian.