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Wealthspire Potomac
12435 Park Potomac Avenue
Suite 500
Potomac, MD 20854
Our Rockville office, previously located at 1 Preserve Parkway, has moved to Park Potomac!
Our Potomac Team
Alia Wagenhoffer, CFP®
VP, Technology & Best Practices
Alia Wagenhoffer joined the firm in 2015 through the acquisition...
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 Rockville, MD...
Caite Stevens, CIP, CPC
Senior VP, Digital Communication & Business Intelligence
Ms. Stevens is the Senior Vice President of Digital Communication...
Chris Kiessling, CFP®
Vice President
Chris joined the firm in 2015 through the acquisition of...
Chris Maxey, CAIA
Senior Vice President, Investments
Chris joined the firm in 2018 to add depth to...
Christopher Owens, CFP®
Senior Advisor Associate
Chris joined the firm in 2017, bringing with him a...
Cindy Ramsey
Executive Assistant & Office Manager
Cindy joined the firm in 2017. She manages administrative functions...
Dmitriy Katsnelson
Deputy Chief Investment Officer
Dmitriy joined the firm in 2015 through the acquisition of...
Emily Kurisky
Associate, Marketing & Communications
Emily is a marketing & communications associate working out of...
Emily Platt, CFP®
Associate, Investments
Emily joined the firm as a client associate in 2017...
Eran Goudes, CFA®, CFP®
Vice President
Eran Goudes joined the firm in 2018 and has nearly...
Inessa M. Mischenko, CSOP
Senior VP, Director of Client Administration
Joining the firm in 2019 and based in our Rockville...
Jay Weinstein, CFA®
Managing Director
Jay joined the firm in 2015 through the acquisition of...
Jennifer Moss, CPA, CFP®
Senior Advisor Associate
Jennifer joined the firm in 2017 with a background in...
Jill Cockerham
VP, Director of Marketing & Communications
Jill joined Wealthspire in 2016 and oversees all marketing, communications,...
Jill Lizzi, CFP®
Senior Vice President
Jill has been working closely with affluent families for over...
Jonathan Rosner
Vice President
Jonathan Rosner joined the firm in 2016 and has nearly...
Justice Stanton
Advisor Associate
Justice is an Advisor Associate and works out of the...
Karen Smith
Vice President, Client Administration
Karen joined the firm in 2018, bringing with her more...
Karl Stiegmann, CFP®
Advisor Associate
Karl joined the firm in 2017 following an internship program...
Kevin Smith, CFP®
Vice President
Kevin Smith joined the firm in 2018 and has over...
Mark Schwartz, CRPC®
Managing Director
Mark joined the team in 2017 through the acquisition of...
Max Meltzer, CFP®
Senior Vice President
Max joined the firm in 2015 through the acquisition of...
Michèle Walthert, CFP®, CRPC®
Senior Vice President
Michele joined the firm in 2011 and currently serves as...
Olivia Hsu
Advisor Associate
Olivia is a client associate working out of the firm’s...
Paul Kim
Advisor Associate
Paul is an Advisor Associate based in the firm’s Rockville,...
Robin Dobbs, CFP®
Senior Vice President
Robin joined the firm in 2015 through the acquisition of...
Scott Brody
Senior Vice President
Scott joined the firm in 2015 through the acquisition of...
Ted Leasure
Senior Vice President
Ted Leasure joined the firm in 2017 along with a...
