Potomac, Maryland
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Wealthspire Potomac
12435 Park Potomac Avenue
Suite 500
Potomac, MD 20854
Our Potomac Financial Planning Team
Scott Brody
Senior Vice President
Scott has been with the firm and its predecessors since...
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,...
Robin Dobbs, CFP®
Senior Vice President
Robin joined the firm in 2015 through the acquisition of...
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®
Senior Advisor Associate
Max is a Senior Advisor Associate based in the firm’s...
Carroline Lansinger
Senior Client Service Associate
Carroline is a Senior Client Service Associate in the firm’s...
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
Advisor Associate
Garrett is an advisor associate in the firm’s Potomac, MD...
Karen Smith
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...
Shawn Smith
Associate, Client Operations
Shawn is an associate on our Client Operations team, supporting...
Caite Stevens, CIP, CPC
SVP, Director of Digital Communication & Business Intelligence
Ms. Stevens serves as SVP, Director of Digital Communication &...
Karl Stiegmann, CFP®
Assistant Vice President
Karl joined the team in 2017 following an internship with...
Julie Swanson
Associate, Client Operations
Julie serves as an associate on the Client Operations team,...
Alia Wagenhoffer, CFP®
SVP, Head of Advisory Technology
Alia Wagenhoffer is SVP, Head of Advisory Technology and in...
Michèle Walthert, CFP®, CRPC®
Managing Director
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,...
