Our Team
Our Financial Advisors
Peter S. Wyrough, CFP
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Founder & Chief Executive Officer
As Chief Executive Officer of ValueWealth™ Services, LLC, Peter is responsible for overseeing the strategic direction, operation & management of client assets through ValueWealth™ Services. Founded by a CFP & Ran Like a CFP
Prior to founding ValueWealth™ Services, LLC in 2004, Peter started his career in 1984 at the Washington, D.C. based firm of Johnston, Lemon & Co., Inc. In 1989, Peter was recruited by Legg Mason Wood Walker, Inc. where he worked for fifteen years as a financial advisor & earned his Certified Financial Planner™ (CFP®) designation.
Peter earned his Bachelor of Arts from St. Vincent College in 1983. Peter holds the following licenses: Series 7; Series 9; Series 10; Series 63; Series 65; & Life & Health.
FOUNDER & CHIEF EXECUTIVE OFFICER
Troy A. Cook
PRESIDENT
INVESTMENT ADVISOR REP
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As a Financial Planner & IAR, Troy’s responsibilities are personalized financial planning & investment management for Individuals, Business Owners, & their families. He focuses on managing risk while managing & growing clients wealth.
Troy began his career in 2012 as a Paraplanner for 5 years at Heritage Financial Consultants. He started building his own practice in 2018 one client at a time.
Troy earned a Bachelor of Science, Finance from Salisbury University’s Perdue School of Business. Troy holds his Series 7, Series 66, & Maryland Life & Health Licenses.
Brecht Buchheister
FINANCIAL PLANNER & INVESTMENT ADVISOR REP
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Brecht is a Financial Planner & IAR, and joined Value Wealth services in late 2023 and comes to the firm after a 17 year career in the staffing solutions industry. He spearheaded the linguistic staffing division of a global localization company, showcasing his ability to adapt to diverse environments and address the unique challenges presented by the global marketplace.
His leadership and innovative solutions consistently delivered results, making him a perfect fit for our client-centric approach at Value Wealth Services. Prior to his most recent professional endeavor he worked at the esteemed Merrill Lynch in New York, where he developed a solid foundation in wealth management, financial analysis, and client relations.
Brecht resides in Southern Maryland with his wife of 17 years and 2 young sons. Outside of office hours you can find him somewhere on the family farm, the banks of the Patuxent river or just generally somewhere outside.
Brecht earned a Bachelor of Science in Business Administration from the College of Charleston and holds the Series 65 license.
Alex Baloga
FINANCIAL PLANNER & INVESTMENT ADVISOR REP
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Alex serves as a financial planner and IAR at ValueWealth Services, where his responsibilities include personalized investment guidance, client servicing, and financial planning.
Prior to joining ValueWealth, Alex worked at a Northern Virginia-based RIA, where he gained valuable experience in wealth and portfolio management while supporting client relationships.
Alex brings a unique academic background to our team, having completed a double major in economics and psychology at Swarthmore College while pursuing a pre-med track and competing as a varsity baseball athlete. His passion for finance and economics led him to pursue a full-time career in the wealth management industry. Alex holds his Series 65 license and is currently preparing for the Certified Financial Planner (CFP) certification, reflecting his commitment to professional development.
Rod Becker
COLORADO OFFICE
FINANCIAL PLANNER & INVESTMENT ADVISOR REP
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As a Financial Planner and Investment Advisor Representative (IAR), Rod provides personalized financial planning and investment management for individuals and their families. His goal is to give clients peace of mind—knowing they have made sound financial decisions and addressed the key issues that influence their long term financial success.
Rod began his financial career in 2006 with a national firm and has since operated independently with smaller firms. Prior to entering the financial services industry, he spent 13 years working in the accounting field, giving him a strong analytical foundation.
He earned a Bachelor of Science in Accounting from the University of Illinois and holds the Series 7 and Series 66 securities licenses, as well as Colorado Life and Health licenses. Rod has also earned the Certified Financial Planner™ (CFP®) designation.
John Dixon
TENNESSEE OFFICE
FINANCIAL PLANNER & INVESTMENT ADVISOR REP
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John serves as an independent Investment Advisor Representative and retirement and wealth consultant for VWS. He works with individuals, business owners, and corporate clients on financial planning, retirement planning, estate planning, and wealth management strategies.
His career began in 1986 in employee benefits with Chappell-Smith and Associates in Franklin, Tennessee. He later became a partner at Netherland Insurance and co-founded Association Marketing Group, LLC, where he worked with businesses across multiple trade associations and developed his financial-concierge approach to helping clients solve complex financial challenges.
John earned a Bachelor of Arts in Agribusiness with a concentration in Marketing from Middle Tennessee State University. He is an Investment Advisor Representative and licensed Life & Health Insurance agent, currently serves on four nonprofit boards, and remains active in his church and community.
Our Support Staff
Debra Chapman
EXECUTIVE ASSISTANT
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Executive Assistant – Client Services
Debra has a strong and extensive background in business administration, client support and accounting.
As Executive Assistant – Client Services, Debra is responsible for day to day operations, management and services to ValueWealth™ Services (VWS) clients.
Prior to joining VWS, Debra was the Business Manager – Advertising/Marketing Department for Giant Food. Debra is also an independent Senior Accountant working with several private clients performing miscellaneous business accounting and tax related activities.
Debra is an active and devoted member of the Moose Lodge – Annapolis Chapter.
Stephanie Bunnell
CHIEF COMPLIANCE OFFICER
DIRECTOR – OPERATIONS
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Director – Operations
Stephanie is responsible for the administrative management of ValueWealth™Services systems, processes, daily operations and personnel. Stephanie ensures that the services provided by ValueWealth™ Services are completed in a timely manner and in full compliance with all applicable policies, regulations, procedures and best practices. Stephanie is responsible for the development and testing of systems and programs which support ValueWealth™ Services activities, client services and reporting requirements.
Stephanie joined ValueWealth™ Services in 2007 as a Client Service Manager. Prior to ValueWealth™Services, Stephanie managed an independent retail operation for three years.
Stephanie is currently pursuing her professional general securities license.
Kanlada Wyrough
RECEPTIONIST
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Receptionist - Database Management
Kanlada graduated from Phranakhon Rajabhat University in Bangkok, Thailand with a bachelor’s degree in Business Administration.
She has held several positions since her graduation in 2007, including most recently, she started and operated a successful small business located in a hospital in Singburi, Thailand. For several years she provided accounting and cash management services for a large chain of Japanese restaurants and prior to that, she provided similar services for a marketing and advertising company in Bangkok, Thailand.
In 2014, Kanlada studied Japanese at the Tokyo Shibaura Foreign Language Academy where she became proficient in speaking Japanese. She loves to travel, has one son, and recently moved to the United States and married Peter S. Wyrough.
Arwen Duncan
CLIENT SERVICE REP
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As a member of the ValueWealth Services support team, Arwen Duncan is dedicated to providing exceptional client service and support. In her role as a client representative, she assists with account maintenance, information management, and client inquiries, helping to ensure a seamless and efficient experience.
Prior to joining ValueWealth Services, Arwen served as a Customer Service Representative at H&R Block, where she worked closely with clients and tax professionals to support day-to-day operations and deliver a high standard of customer care.
Outside of work, she enjoys creating digital artwork and has a longstanding appreciation for the arts, particularly visual art and music.
Kaylin Flowers
CLIENT SERVICE REP
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As a member of the ValueWealth Services support team, Kaylin is dedicated to providing attentive client service and administrative support. In her role as a Client Service Representative, she assists with account openings and updates, client inquiries, appointment coordination, account monitoring, meeting preparation, and ongoing client service needs.
Prior to joining ValueWealth Services, Kaylin began her career with H&R Block in Florida, where she developed a strong foundation in client relations and financial services. She later advanced to Associate Team Leader during her second tax season in Maryland, where she helped monitor office performance goals and ensure clients received a high standard of service and support.
Outside of work, Kaylin enjoys painting, drawing, and other creative arts. She has a strong passion for learning and personal growth, with interests in soil science, language learning, and working toward Spanish fluency.
Of Council
Bert Rosen
OF COUNCIL
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Bertram Rosen, of Council, is a member of the CFP Board Emeritus. He spent his entire career in the financial services area.
He was one of the first 5,000 Certified Financial Planners. He also developed the first training program for H&R Block.
His philosophy has been to help clients maximize their wealth objective, while working with them be successful in life.
Mark Todd, CPA
OF COUNCIL
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Mark brings over 30 years of public and private accounting, tax and audit experience to ValueWealth™Services.
Mark has provided business, accounting, tax and financial consulting services to a multitude of companies and organizations, such as The World Bank, International Financial Corporation (IFC), FDIC, Lockheed Space Operations Company, as well as numerous businesses, non-profit organizations and individuals.
Mark is a member of the American Institute of Certified Public Accountants (AICPA), the Maryland Association of Certified Public Accounts (MACPA), the Association of Certified Fraud Examiners (ACFE), and the National Association of Tax Professionals (NATP). He is also a member of the Board of Directors for the Arc of Southern Maryland and the Calvert Community Foundation.
Mark earned his Bachelor of Arts and MBA degrees from Cornell University. He is a certified Public Accountant (CPA) and Certified Fraud Examiner (CFE).
Get your personal plan today
From building wealth to managing insurance, tax, and 1031 real estate strategies, to business succession or estate transitions we’ll provide your personalized plan for intentional growth.
Who We Help
The Accumulated
You’ve built your success and now seek to protect, preserve, and enjoy it. We provide tailored investment management, estate planning, and risk mitigation to help you safeguard your legacy while living with confidence and clarity.
The Accumulating
You’re building wealth, advancing your career, or managing new responsibilities like family and real estate. VWS helps align your financial goals with smart strategies—so you can save confidently, invest wisely, and stay on track toward long-term success.
