Erich Imphong is a Certified Financial Planner who has been in the financial service industry for over a decade. Prior to joining Plotkin Financial Advisors, LLC, Erich was both a client manager and the associate portfolio manager at Geier Asset Management, Inc. in Marriottsville, MD. At Geier, Erich worked with professional athletes, business owners, retirees, and families to help them work towards their financial goals. In conjunction with these responsibilities he gained experience analyzing, identifying and executing strategies in client investment portfolios. The diverse clientele that Erich has served over the years has allowed him to recognize that there is not a standardized approach when it comes to crafting the right financial plan or investment allocation for clients and their families.
Erich conducts retirement income planning seminars on how to accumulate and align assets with one’s retirement goals. Specifically, Erich works with clients to integrate Social Security into their retirement plan and help them learn how to maximize their Social Security benefit.

Jim Manley has been a member of our club for more than a decade, and in that time, he has been responsible for coordinating our dictionary program and giving thousands of third graders their first real book. Jim, who gave us a classification talk last week, considers that one his greatest achievements as a Rotarian (that and participating in our annual cleanup of Rock Creek). Jim discussed his career in the construction and remodeling business in Montgomery County, starting with his job as a contractor for Sears. He also talked about his work with the Glen Echo Park, where he serves as a consultant and facilities contractor.
Jim also mentioned that he and his wife will be moving south later this year after she retires from the McLean High School, where she has been a teacher for many years. We’ll miss them both!

Keith Oberg, the recently-retired executive director of “Bikes for the World,” gave us an interesting presentation last week. Keith started the organization more than 15 years ago with a slightly recycled truck trailer and a vision. He mentioned an early event that he did with “Pedals for Progress” and North Bethesda Rotary that collected more than 100 bikes.
Since then, Bikes for the World has become the nation’s largest bicycle reuse program, shipping more than 12,000 bikes to more than a dozen partners in 29 countries around the world. Although retired from the organization (now housed on Parklawn Drive in Rockville), Keith is still active in promoting the organization and its work. The organization works with a number of national, state, and local organizations to collect bikes. Maybe we can rejoin them!