Potomac, Maryland GET IN TOUCH TODAY Wealthspire Potomac 12435 Park Potomac Avenue, Suite 500Potomac, MD 20854 (301) 564-9500 Our Potomac Team All Categories Advisor Council MembersAll AdvisorsAttorneys TeamBusiness Owners TeamCertified Divorce Financial Analysts®Certified Financial Planners™DEIB Committee MembersEndowments and Foundations TeamExecutive Leadership TeamFamily Office Services TeamInvestment TeamMarketing TeamTechnology TeamWomen Investors Team Scott Brody Senior Vice President Scott has been with the firm and its predecessors since... Carol Clarke Assistant Vice President, Client Service Carol is an Assistant Vice President, Client Service located in... Kelly Crosby Senior Office Coordinator Kelly is the Senior Office Coordinator of the firm’s Potomac,... Patricia DCosta Associate, Data Operations Patricia is a Data Operations Associate based in Potomac, MD,... Karen Dempsey Associate, Client Operations Based in our Potomac, MD office, Karen is a client... David Dickman Senior Vice President David is an advisor in the firm’s Potomac, MD office,... James Dieck Senior Associate, Advisory Technology James serves as a senior associate on the firm’s advisory... Robin Dobbs, CFP® Senior Vice President Robin is a Senior Vice President in our Potomac, MD... 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 head of Wealthspire Advisors’... Ryan Jordan, CFP® Senior Advisor Associate Ryan is a senior advisor associate in the firm’s Potomac... Dmitriy Katsnelson Deputy Chief Investment Officer Dmitriy joined the firm in 2015 through the acquisition of... Chris Kiessling, CFP®, BFA™ Senior Vice President Chris is a financial advisor in our Potomac office and... Paul Kim Assistant Vice President Paul is an Assistant Vice President and advisor based in... Max Kortegast, CFP® Assistant Vice President Max is an advisor based in the firm’s Potomac, MD... Alice Li Client Service Associate Alice serves as a Client Service Associate in the firm’s... Andrew Lopez Associate, Investments Andrew serves as an associate on the Investment Team, with... Chris Maxey, CAIA Managing Director, Chief Market Strategist Chris serves as Managing Director and Chief Market Strategist on... Corey McGuire, CFA® Vice President, Investments Corey serves as a Vice President on the Investment Team.... Chris McLoughlin Senior Associate, Client Operations Chris serves as a Senior Associate on our Client Operations... Max Meltzer, CFP® Senior Vice President Max joined the firm in 2015 through the acquisition of... Inessa M. Mischenko, CSOP Managing Director, Director of Client Operations Joining the firm in 2019 and based in our Potomac... Hilary Neblett Senior Associate, Marketing & Communications Hilary is a Senior Associate on the Marketing team and... Christopher Owens, CFP® Assistant Vice President Chris joined the firm in 2017, bringing with him a... Emily Platt, CFP® Assistant Vice President, Investments Emily joined the firm as a client associate in 2017... Ryan Reed Microsoft Dynamics Developer As a Microsoft Dynamics Developer, Ryan supports the firm’s internal... Tyler Reisinger Assistant Vice President, Client Operations In his role as AVP, Client Operations, Tyler oversees the... Bill Schwartz, CPA, CFP® Managing Director Mr. Schwartz is a Managing Director in the Potomac, MD... Garrett Scranton Senior Advisor Associate Garrett is a senior advisor associate in the firm’s Potomac,... Shawn Smith Associate, Client Operations Shawn is an associate on our Client Operations team, supporting... Karen Smith Senior Vice President, Legal & Compliance Karen joined the firm in 2018, bringing with her more... Kevin Smith, CFP® Senior Vice President Kevin Smith joined the firm in 2018 and has over... Karl Stiegmann, CFP® Assistant Vice President Karl joined the team in 2017 following an internship with... Julie Swanson Senior Associate, Client Operations Julie serves as a senior associate on the Client Operations... Alia Wagenhoffer, CFP® SVP, Head of Advisory Technology Alia Wagenhoffer is SVP, Head of Advisory Technology and in... Michèle Walthert, CFP®, CRPC® Managing Director, Head of Advisor Success Michèle joined the firm in 2011 and serves as both... Shawn Wyckoff Senior Associate, Client Operations Shawn is a Senior Associate on our Client Operations team,...