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Wealthspire Potomac
12435 Park Potomac Avenue
Suite 500
Potomac, MD 20854
Our Potomac Team
Alia Wagenhoffer, CFP®
SVP, Advisory Technology
Alia Wagenhoffer joined the firm in 2015 through the acquisition...
Alice Li
Client Service Associate
Alice serves as a Client Service Associate in the firm’s...
Annie Hall
Client Service Associate
Annie is a Client Service Associate in the firm’s Potomac,...
Ashley E. Iddings, CIMA®, CPWA®
Managing Director
Ashley is a Managing Director and co-head of Wealthspire Advisors’...
Bill Schwartz, CPA, CFP®
Managing Director
Mr. Schwartz is a Managing Director in the Potomac, MD...
Caite Stevens, CIP, CPC
SVP, Director of Digital Communication & Business Intelligence
Ms. Stevens serves as SVP, Director of Digital Communication &...
Carroline Lansinger
Senior Client Service Associate
Carroline is a Senior Client Service Associate in the firm’s...
Chris Kiessling, CFP®, BFA™
Senior Vice President
Chris has been with the firm and its predecessors since...
Chris Maxey, CAIA
Managing Director, Chief Market Strategist
Chris serves as Managing Director and Chief Market Strategist on...
Christopher Owens, CFP®
Senior Advisor Associate
Chris joined the firm in 2017, bringing with him a...
Corey McGuire, CFA®
Vice President, Investments
Corey serves as a Vice President on the Investment Team....
David Dickman
Senior Vice President
David is an advisor in the firm’s Potomac, MD office,...
Dmitriy Katsnelson
Deputy Chief Investment Officer
Dmitriy joined the firm in 2015 through the acquisition of...
Efosa Omorodion
Senior Associate, Client Operations
Efosa is a Senior Client Operations Associate based in the...
Emily Kurisky
Senior Associate, Marketing & Communications
Emily is a Senior Marketing & Communications Associate working out...
Emily Platt, CFP®
Senior Associate, Investments
Emily joined the firm as a client associate in 2017...
Inessa M. Mischenko, CSOP
Managing Director, Director of Client Operations
Joining the firm in 2019 and based in our Potomac...
Julie Swanson
Associate, Client Operations
Julie serves as an associate on the Client Operations team,...
Karen Smith
Vice President, Legal & Compliance
Karen joined the firm in 2018, bringing with her more...
Karl Stiegmann, CFP®
Senior Advisor Associate
Karl joined the firm in 2017 following an internship program...
Kelly Crosby
Senior Office Coordinator
Kelly is the Senior Office Coordinator of the firm’s Potomac,...
Kevin Smith, CFP®
Senior Vice President
Kevin Smith joined the firm in 2018 and has over...
Max Meltzer, CFP®
Senior Vice President
Max joined the firm in 2015 through the acquisition of...
Michèle Walthert, CFP®, CRPC®
Managing Director
Michele joined the firm in 2011 and currently serves as...
Mitch Eisenberger
Senior Associate, Marketing & Communications
Mitch is a Senior Associate on the firm’s marketing team...
Patricia DCosta
Associate, Data Operations
Patricia is a Data Operations Associate based in Potomac, MD,...
Paul Kim
Senior Advisor Associate
Paul is a senior advisor associate based in the firm’s...
Robin Dobbs, CFP®
Senior Vice President
Robin joined the firm in 2015 through the acquisition of...
Ryan Jordan
Advisor Associate
Ryan is an advisor associate in the firm’s Potomac office,...
Scott Brody
Senior Vice President
Scott has been with the firm and its predecessors since...
Shawn Wyckoff
Senior Associate, Client Operations
Shawn is a Senior Associate on our Client Operations team,...
Tyler Reisinger
Assistant Vice President, Client Operations
In his role as AVP, Client Operations, Tyler oversees the...
