PROFESSIONAL PROFILE

The Cunningham/Fredricks/Otten Group provides personalized investment advice for corporate executives, business owners and affluent families. Our group oversees more than $300 million in client assets and has over 35 years of experience.

Our practice specializes in building and maintaining long-term wealth for clients by controlling risk and creating sound investment strategies in-line with a client's individual goals.

Below are several of the areas we focus our attention on:

-Comprehensive Financial and Retirement Planning
-Pre and Post IPO Planning for Executives
-Concentrated Stock Strategies (Rule 144 and 10b5-1 Planning)
-Tax Minimization Strategies (Gifting and Estate Planning)
-Private Business Succession/Transition Planning
-Advanced Planning for Monetization/Liquidity Events


Chris Cunningham, CFM - Vice President, Financial Advisor
Chris has been advising clients since 1987. He holds a BS in Business from Mt. Saint Mary's College. He lives in Glenwood, MD with his wife Kathy and their five children.

Josh Fredricks, CFM, WMA, CRPC - Vice President, Financial Advisor
Josh has been advising clients since 1996. He holds a BS in Finance and Small Business Management from the University of Colorado in Boulder. He lives in Potomac, MD with his wife RobBee and their three children.

Steve Otten, CRPC, CSNA - Financial Advisor
Steve has been in the financial services industry since 2005 and holds a BS in Economics from the University of Maryland, College Park. He lives in Laurel, MD.

Charlene Sanders - Registered Client Associate
Charlene has over 15 years of investment industry experience and heads the group's administrative functions. She currently lives in Baltimore, MD.