Welcome StratWealth team and clients! Learn more here.

Jan 12 2021
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Mark Schwartz

Mark Schwartz

Mark joined the team in 2017 through the acquisition of his firm, TriCapital Advisors, where he had worked as an independent fiduciary advisor to high net worth clients and corporate retirement plans. With over thirty years of experience as an investment advisor, Mark recognizes the paramount importance of clearly understanding each client’s investment needs, goals and values and being able to translate those into impactful financial plans and investment strategies.   Away from his responsibilities at our offices, Mark works in various philanthropic capacities. He also served as an appointed Trustee and Board Member of the University of Maryland College Park…
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Jan 12 2021
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Haley Scaggs

Haley is an advisor associate in the firm’s Potomac office, assuming the role after an internship in the summer of 2020. As part of the team, she supports advisors in maintaining client relationships by completing day-to-day tasks, serving as a point of contact for clients, and assisting in all aspects of the financial planning process. During her time at Virginia Tech, Haley was a member of the school’s student chapter of the Financial Planning Association and attended the 2019 FPA conference. She also received several university honors and awards, and was actively involved in several volunteer activities, including College Mentors…
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Dec 08 2020
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Kelly Crosby

Kelly Crosby

Kelly is a Client Operations Administrator based in the firm’s Potomac, MD office. In this role, she provides day-to-day administrative support for the entire Client Operations team. Kelly has more than 11 years of professional administrative experience, handling a wide range of administrative, financial, human resource, and executive-support tasks. Born and raised in Portland, Oregon, she currently resides in Potomac and enjoys reading, walking, and spending time with family and friends. Previous Experience Office Manager at JFW, Inc. Office Manager at Health Research and Analysis, LLC Office Manager at Washington Media Group, Inc. Education & Credentials BA, University of Oregon,…
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Oct 05 2020
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Carroline Lansinger

Carroline is a Senior Client Service Associate in the firm’s Potomac, MD office, serving as a first point of contact for clients and helping to complete ongoing tasks. She leverages her extensive background as an administrative professional and customer service representative in her daily work with clients. Outside of the office, Carroline resides in Rockville with her son, and enjoys spending time with family, volunteering, and watching sports. Previous Experience Senior Client Associate at Wells Fargo Advisors Intensive Individual Support Services Paraprofessional with CLCA Paraeducator Leader – Autism Spectrum Disorder for Montgomery County Public Schools Consulting Group Analyst at Morgan…
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Sep 17 2020
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Tyler Reisinger

In his role as AVP, Client Operations, Tyler oversees the Mid-Atlantic Client Operations team while assisting with day-to-day Client Operations tasks. Tyler’s previous experience includes twelve years in banking and five in Brokerage Operations. He joined the Wealthspire Advisors team after working on the Broker-Dealer side of Folio Investments, where he served as a Manager of Brokerage Operations for the IRA and Cash Management groups. A native of northern Virginia, Tyler is originally from Herndon and now resides in Sterling with his family. Previous Experience Manager, Brokerage Operations – IRAs at Folio Investments, Inc. Retirement Accounts Administrator at SonaBank Branch…
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Sep 10 2020
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David Dickman

David Dickman

David is an advisor in the firm’s Potomac, MD office, providing clients with customized financial planning and investment management advice. He specializes in the development and implementation of individualized investment solutions, integrating tax, trust & estate, insurance, retirement, legacy and charitable planning. David takes pride in helping clients achieve their financial goals and providing them with the comfort that all of their wealth management needs are addressed. David has over 15 years of experience in the industry, most recently serving as Director of Business Development & Investor Relations for Billings Capital Management. In addition, he worked closely with ultra-high net-worth…
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Oct 16 2019
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Paul Kim

Paul Kim

Paul is an advisor associate based in the firm’s Potomac, MD office, supporting advisors in all aspects of the financial planning process and helping to manage client relationships by completing day-to-day tasks. Previously, he worked as a Financial Solutions Advisor at Bank of America Merrill Lynch, where he delivered banking and investing solutions to clients, coordinated portfolio reviews, and helped to identify and generate new clients. He also brings experience as a Registered Client Associate for Merrill Lynch Wealth Management and a Credit Risk Management Data Analytics Intern at SunTrust Mortgage. Fluent in Korean, Paul was born in Seoul, South…
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Oct 16 2019
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Alia Wagenhoffer

Alia Wagenhoffer, CFP®

Alia Wagenhoffer joined the firm in 2015 through the acquisition of Highline Wealth Management, where she began her career in 2012. After working with clients for over five years, Alia combined her passion for client service with her interest in technology, and entered a role dedicated entirely to ensuring efficiency in technology platforms. She provides ongoing training and support for advisor suite of software in order to help advisors better utilize the available tools and better serve clients. Her consistent management of various digital platforms, in addition to her membership in the ACE Committee, ensures a high-quality, consistent client experience.…
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Oct 16 2019
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Inessa Mischenko

Inessa M. Mischenko, CSOP

Joining the firm in 2019 and based in our Potomac office, Inessa brings over 20 years of experience in the wealth management industry, including financial planning, technology, risk management, vendor management, compliance, and operations experience. In her role as Senior Vice President, Director of Client Operations, she oversees our client administration department at a national level, ensuring streamlined processes and training across all our regional teams. Before joining our team, she served in several senior management positions, most recently as a Chief Operating Officer with myCIO Wealth Partners where she formulated, executed, and managed technology and operations strategies, as well…
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Oct 16 2019
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Karl Stiegmann

Karl Stiegmann, CFP®

Karl joined the firm in 2017 following an internship program with the company and completion of his undergraduate studies. Originally from Glen Allen, Virginia, Karl supports advisors in the Potomac office by working with clients on their day-to-day needs. Previous Experience Financial Planning Intern at Bronfman Rothschild Wealth Management Intern at Advanced Wealth Management, LLC Education & Credentials BS, Virginia Polytechnic Institute and State University, Finance Certified Financial Planner™ Series 65 license     Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which…
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