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, Head of Advisory Technology
Alia Wagenhoffer is SVP, Head of Advisory Technology and in...
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...
Chris McLoughlin
Senior Associate, Client Operations
Chris serves as a Senior Associate on our Client Operations...
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 Dempsey
Associate, Client Operations
Based in our Potomac, MD office, Karen is a client...
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
Senior Advisor Associate
Ryan is a senior advisor associate in the firm’s Potomac...
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...
