Potomac, Maryland

Wealth Management in Potomac, Maryland

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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 is SVP of Advisory Technology and in that...

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...

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’...

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 is a financial advisor in our Potomac office and...

Chris Maxey, CAIA

Managing Director, Chief Market Strategist

Chris serves as Managing Director and Chief Market Strategist on...

Christopher Owens, CFP®

Assistant Vice President

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...

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...

Garrett Scranton

Advisor Associate

Garrett is an advisor associate in the firm’s Potomac, MD...

Hilary Neblett

Senior Associate, Marketing & Communications

Hilary is a Senior Associate on the Marketing team and...

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®

Assistant Vice President

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 Kortegast

Senior Advisor Associate

Max is a Senior Advisor Associate based in the firm’s...

Max Meltzer, CFP®

Senior Vice President

Max joined the firm in 2015 through the acquisition of...

Michèle Walthert, CFP®, CRPC®

Managing Director

Michèle joined the firm in 2011 and serves as both...

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

Assistant Vice President

Paul is an Assistant Vice President and advisor based in...

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 Smith

Associate, Client Operations

Shawn is an associate on our Client Operations team, supporting...

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...