Meet Our Team
Who We Are
With Gregory Armstrong, CFP® & Joe Breslin, CFP®
Gregory Armstrong, CFP®
Partner
Greg is one of the founding partners of Armstrong · Dixon located in Baltimore, Maryland. He began his career in 2004 working in the financial planning industry. He specializes in the areas of advanced estate planning strategies, business succession and investment/retirement planning strategies. Prior to starting his firm, he was a member of Planning Solutions Group, Lincoln Financial Advisors and New England Securities.
Greg has been recognized as a 2018 – 2023 Five Star Wealth Manager*, featured in Baltimore magazine. He was a featured speaker for 3 years on the topics of Family and Business Succession Planning, and Estate Planning for the National Automobile Dealers Association (NADA) Dealer Candidate Academy. He and his wife Jen co-founded the Grow Grant at Maryvale Preparatory School which provides funding for faculty and staff at Maryvale to travel domestically and abroad to enhance the current student experience and curriculum. Currently Greg is serving on the Foundation Board of Trustees at Mt. Washington Pediatric Hospital. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and graduated from Salisbury University with honors, with a major in finance and a minor in accounting. Greg holds his FINRA Series 6, 7 & 63 registrations through LPL Financial and the Series 65 registration through ADE, LLC, a registered investment advisor, as well as his Life and Health license.
Greg lives in Baltimore, Maryland with his wife Jen, son, and two daughters.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018, 2019, 2020, 2021, 2022, and 2023 Five Star Wealth Managers.
Joe Breslin, CFP®
Partner
Katie Brown
COO and CCO
Phone: 443-563-1115
Katie considers herself fortunate enough to be part of the growth of Armstrong Dixon from the beginning. Katie fully manages the day to day operations of Armstrong Dixon and their associated RIA, ADE, LLC. Her duties range from supervising some employees to creating processes ensuring clients get a wonderful service experience. In addition to leading the operations team, her responsibilities also include ensuring the firm remains in compliance with all regulatory authorities to include FINRA & the SEC.
She graduated from Towson University’s School of Business and Economics with a degree in Finance in December of 2014. She currently holds her FINRA Series 7 and 24 registrations with LPL Financial and Series 66 registration held through ADE, LLC, a registered investment advisor and Maryland Life and Health License.
Katie lives in Baldwin, MD, and when at home enjoys spending time with her husband, daughter and rescue dogs. When not at home, she loves traveling to new states, trying out new recipes and spending time with family and friends. She participates regularly in a Philanthropic Educational Organization that primarily supports women furthering their education.
Navarone Simpson, CFP®
Financial Advisor
Phone: 443-563-1116
Email: nsimpson@armstrongdixon.com
Navarone Simpson joined Armstrong Dixon in 2018 and has been working full-time in the financial services industry since 2014. He works in partnership and directly with clients to develop, implement and monitor their comprehensive financial plans. He is responsible for managing and servicing various client portfolios, employer-sponsored retirement plans, securities trading, investment research, and serves on the firm’s investment management and financial planning committees.
He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Plan Fiduciary Advisor (CPFA®). He holds his FINRA Series 7 through LPL Financial and Series 66 through ADE, LLC., a registered investment advisor, as well as his Florida Life and Health Insurance licenses.
In 2022 and 2023, Navarone was recognized as a Five Star Wealth Manager*.
Navarone graduated from Salisbury University’s Purdue School of Business with a Bachelor’s degree in Finance and a concentration in Corporate Finance and Financial Planning. He now serves on the Salisbury University Financial Planning Advisor Panel where he provides advice regarding the strategic planning of the financial planning track program in the Perdue School of Business.
Navarone was born in Jamaica but his family moved to Maryland in 2001. Navarone currently lives in Florida with his wife and Golden Retriever. They enjoy spending time at the beach and being with friends and family.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 and 2023 Five Star Wealth Managers.
Schuyler Engelhardt, CFP®, AIF®
Financial Advisor
Phone: 443-563-1117
Schuyler works in partnership and directly with clients to develop, implement, and monitor their comprehensive financial plans. He is responsible for managing and servicing employer-sponsored retirement plans, securities trading and serves on the firm’s investment management and financial planning committees.
He is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary® (AIF®) designee. He holds his FINRA Series 7 registrations held through LPL Financial and his Series 66 registration held through ADE, LLC, a registered investment advisor, as well as his Maryland Life and Health Insurance licenses. He graduated magna cum laude from Salisbury University’s Perdue School of Business with a Bachelor’s degree in Finance and a concentration in Financial Planning.
Schuyler joined Armstrong Dixon in 2013 and has worked in the financial services industry since 2008. His guiding light is to help clients make informed decisions surrounding their financial lives. Schuyler was recognized as a Five Star Wealth Manager in 2022 and 2023.
Schuyler lives in Pasadena, MD with his wife and two children and is an active member of his community. He loves to cook and spend time outdoors.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 and 2023 Five Star Wealth Managers.
Julie long
OPERATIONS Manager
Phone: 443-563-1118
Email: jlong@armstrongdixon.com
Julie Long comes to Armstrong & Dixon with 14 years’ experience in the investment/insurance industry, having worked many different roles within the industry. Julie is a proactive, detailed oriented professional who prides herself on building and maintaining relationships with clients throughout their onboarding processing and beyond. She prides herself on offering ongoing support to her teammates to ensure an organized and well-structured working environment.
Julie has a business degree from the Robert H Smith School of Business at University of Maryland. She currently resides in Forest Hill, Maryland with her husband and three children.
ROBBIN BRASWELL
OPERATIONS & MARKETING COORDINATOR
Phone: 443-563-1112
Email: rbraswell@armstrongdixon.com
Robbin Braswell joined the Armstrong Dixon Team in 2017, after graduating from Towson University School of Business and Economics with her B.S. in Economics.
A poised and polished communicator, Robbin excels in fostering client relationships. Her duties range from client retention to client appreciation. As the Operations and Marketing Coordinator, she takes care of client onboarding as well as firm marketing. She looks for creative ways to enhance the client experience while also showing gratitude and appreciation.
Robbin is acting Chief Financial Officer of Ladies on the Verge of Excellence, Inc., a mentoring program that she helped to co-found. In her spare time, she also started a natural hair and lifestyle blog called CurlRoyalty.
Born and raised as a Baltimore native, she enjoys spending time at the Inner Harbor with friends and family as well as giving back to her city through community service and mentoring young women. Her better half is her dog Lucky.
Reena Santhosh Kumar
Administrative ASSISTANT
Phone: 443-563-1120
Reena has worked in the financial services industry for over four years. She provides support on administrative tasks and client management functions. She manages standard account activity, prepares, and processes new account paperwork, movement of assets, ongoing client data & account maintenance, client service and support.
Reena received a Bachelor of Science in Math and Statistics and a Master of Business Administration. She brings extensive experience from a variety of industries, which enables her to be proactive, versatile and process oriented.
Reena lives in Maryland with her husband and two daughters. She moved to the United States from India with her husband in 2004. In her free time, she enjoys reading and loves baking with her daughters. As a family, they enjoy hiking, playing board games and volunteering in their local church and in various community impact programs.
