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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®
SVP, 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 Potomac, MD...
Caite Stevens, CIP, CPC
SVP, Director of Digital Communication & Business Intelligence
Ms. Stevens serves as SVP, Director of Digital Communication &...
Chris Kiessling, CFP®, BFA™
Senior Vice President
Chris has been with the firm and its predecessors since...
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...
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
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 Operations
Joining the firm in 2019 and based in our Potomac...
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
SVP, Director of Marketing & Communications
Jill joined Wealthspire in 2016 and oversees all marketing, communications,...
Karen Smith
Vice President, Client Operations
Karen joined the firm in 2018, bringing with her more...
Karl Stiegmann, CFP®
Senior 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
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®
Managing Director
Michele joined the firm in 2011 and currently serves as...
Mickey Wagenhoffer
Associate, Client Operations
Mickey serves as a Client Operations Associate in the firm’s...
Olivia Hsu
Advisor Associate
Olivia is an advisor associate working out of the firm’s...
Paul Kim
Advisor Associate
Paul is an advisor associate based in the firm’s Potomac,...
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...
Tyler Reisinger
Assistant Vice President, Client Operations
In his role as AVP, Client Operations, Tyler oversees the...
