Potomac, Maryland

Our Rockville office has moved, please note our new address!

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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...