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The Hartman Group

Private Wealth Advisors

ONE PARK PLACE, SUITE 350

ANNAPOLIS, MD 21401

410.263.0136

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About us

Client Commitment

At Merrill Lynch we believe that wealth is not just about the performance of your portfolio—it is about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. Our advisors draw upon the investment insights of Merrill Lynch thought leaders and can offer access to Bank of America's products and services to help unlock opportunities tailored to clients needs. Starting with your life priorities as a foundation your Merrill Lynch advisor can recommend a wide variety of financial services to help you pursue your goals, assist in tracking progress and make adjustments along the way putting you—not the market—at the center of all we do.

Our Dedicated Team


James Hartman, CPWA®, CRPC®
Private Wealth Manager, Senior Vice President

Jim started his career in the financial services industry in the Audit and Business Advisory Division of Arthur Andersen and Co. in 1990. In 1993 Jim earned his Certified Public Accountant designation and in the same year joined Legg Mason’s Private Client Group. Jim joined Merrill Lynch in 2007 and in 2011 attained the designation of Certified Private Wealth Advisor® (CPWA®) from the Investment Management Consultants Association (IMCA®). In addition to earning the designation, Jim has previously served as a member of the CPWA® test item writing committee developing test questions to be used in the certification process.

Jim holds his Bachelor of Science degree in accounting from the Robert H. Smith School of Business at the University of Maryland at College Park. In addition to the above Jim also holds the Series 7 and 66 FINRA Registrations.

Jim resides in Annapolis with his wife Kristin and 3 children Sophia, Alec, and Graham. In his free time Jim enjoys windsurfing, racing sailboats, and boating with the family. Jim also donates significant time to the Broadneck Area Youth Sports association coaching lacrosse and basketball.

Please note that Jim does not provide legal or tax advice in his role at Merrill Lynch.

Tom Cush, CRPC®
First Vice President-Senior Financial Advisor

Since he joined Merrill Lynch in 1992, Tom has experienced a variety of cycles in the equity and fixed income markets. Utilizing this experience, he focuses on working with retirees and pre-retirees in developing long term investment strategies designed to maintain their desired lifestyle and supplement their cash flow needs in retirement. Tom believes that wealth management is a process that can only be completed by having a full understanding of what is important to his clients.

Tom holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and the series 7 and 66 FINRA registrations.

Tom is active in his community, and is a past board member of Arundel Habitat for Humanity and The Ballet Theatre of Maryland. His favorite pastime is wondering how is three sons grew up so quickly. Tom lives in Annapolis with his wife, Biz, and their dog, Elvis.


Kristin Hartman, CFP®
Wealth Management Advisor, Assistant Vice President

Kristin began her career as a financial advisor at Legg Mason in 1998 and in 2000 earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Board of Standards, Inc. Her strength is in the wealth management planning area and developing appropriate retirement planning strategies.

She graduated Magna Cum Laude from the University of Maryland with a Bachelors of Science. In addition to the above Kristin also holds the Series 7 and 66 FINRA registrations.

Kristin resides in Annapolis, MD with her husband Jim and her three children Sophia, Alec and Graham. She enjoys gardening, running, windsurfing and scuba diving. Additionally Kristin has volunteered extensively at the Calvary United Methodist Church and served as commissioner and coach for Broadneck Area Youth Sports Field Hockey.

Joan C. Livingston
Registered Senior Client Associate

Joan has been in the financial services industry for over 30 years, and has been with Merrill Lynch for 15 years. Having worked on both the retail and regulatory sides of the market, she cultivates a service-intensive relationship with clients and focuses on proactive problem solving for the team. Joan holds the series 7 and 66 FINRA Registrations. Joan is also a certified yoga instructor and has been teaching and training students for over ten years. She lives in Annapolis with her fiancé Jason and their four children.

Katrina L. Strumsky
Registered Private Wealth Associate

Katrina started her career working for Merrill Lynch in November of 2012 as a Client Associate in Fort Myers, FL where she diligently worked on behalf her clients and team. She graduated in 2014 and holds a Bachelor of Science degree in Business Marketing at Florida Gulf Coast University in Fort Myers, FL. Katrina joined the Annapolis office as a Registered Private Wealth Associate for the Hartman Group in June of 2015. Katrina holds Series 7 and Series 66 FINRA registrations. In her free time she enjoys spending time with family and friends, running, and watersports. Katrina is also an active member of the Junior League of Annapolis.

Mary L. Brown
Client Associate

Mary Brown joined Merrill Lynch in 2009 and has been in the financial services industry since 1997. Mary prides herself on providing exceptional service and support. She enjoys getting to know each client and adds a “personal touch” in order to better deliver on important service needs and requests. Following through on the unique needs of each client is her top priority.

Disclosures

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed IMCAs initial and ongoing credentialing requirements for wealth advisors.

CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

Meet the team

Back to team

James Hartman, CPWA®, CRPC®

Senior Vice President

Private Wealth Manager

410.263.0136

410.263.0136

james_hartman@ml.com

Add to address book

Read Bio

Tom Cush, CRPC ®

First Vice President

Senior Financial Advisor

410.263.0177

410.263.0177

thomas_cush@ml.com

Kristin Hartman, CFP®

Assistant Vice President

Wealth Management Advisor

410.263.0134

410.263.0134

kristin_hartman@ml.com

Add to address book

Read Bio

Joan C. Livingston

Reg Senior Client Associate

410.263.0149

410.263.0149

joan_livingston@ml.com

Mary C. Brown

Client Associate

410.263.0139

410.263.0139

mary_brown@ml.com


Latest Thinking


Back to overview

Meet the team

James Hartman, CPWA®, CRPC®

Senior Vice President

Private Wealth Manager

410.263.0136

410.263.0136

james_hartman@ml.com

Add to address book

Read Bio

Tom Cush, CRPC ®

First Vice President

Senior Financial Advisor

410.263.0177

410.263.0177

thomas_cush@ml.com

Kristin Hartman, CFP®

Assistant Vice President

Wealth Management Advisor

410.263.0134

410.263.0134

kristin_hartman@ml.com

Add to address book

Read Bio

Joan C. Livingston

Reg Senior Client Associate

410.263.0149

410.263.0149

joan_livingston@ml.com

Mary C. Brown

Client Associate

410.263.0139

410.263.0139

mary_brown@ml.com