Sep 10 2021
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Patricia DCosta

Patricia DCosta

Patricia is a Data Operations Associate based in Potomac, MD, where she assists the broader Data Ops team and provides on-site support to one of the firm’s largest offices. Previously, she worked in the banking industry in New York City for more than six years, before moving to the D.C. area late last year. Originally from Bangladesh, Patricia moved to the U.S. in 2010. She is fluent in Bengali and enjoys travelling and spending time with family and friends in her free time. Previous Experience Portfolio Associate at East West Bank Personal Banker at HSBC Education & Credentials BA –…
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Aug 30 2021
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Mitch Eisenberger

Mitch Eisenberger

Mitch is a Senior Associate on the firm’s marketing team and is based in the Potomac, MD office. With a focus on all things digital, he supports the team by managing software integrations, overseeing email and web marketing, and refining the overall digital client-advisor experience. Previously, Mitch worked for a small digital marketing agency, where he spent six years doing marketing automation and graphic design for dentists, doctors, real estate agents, and financial advisors. Originally from California, Mitch now resides in nearby Potomac, Maryland and is an avid reader, movie buff, and meditation/yoga enthusiast. Previous Experience Marketing Coordinator at Elaunchers.com…
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Jun 24 2021
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Ryan Jordan

Ryan Jordan

Ryan 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, he 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 his time at Virginia Tech, Ryan was a member of the school’s student chapter of the Financial Planning Association and served as its President. He was also part of the Pamplin Undergraduate Mentor Program, Virginia Tech Finance Club, and several intramural sports. Born and…
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May 11 2021
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Efosa Omorodion

Efosa Omorodion

Efosa is a Senior Client Operations Associate based in the firm’s Potomac, MD office, and supports the overall client operations team by processing tasks for advisors in the New York office. Efosa brings several years of experience in banking and financial services, including recent positions as a Financial Solutions Adviser and Relationship Manager at Merrill Lynch and Bank of America, respectively. Born in Nigeria, Efosa now resides in Virginia after living for several years in Massachusetts. In his spare time, he loves playing soccer and basketball. Previous Experience Financial Solutions Adviser at Merrill Lynch – Bank of America Relationship Manager…
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Apr 14 2021
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Omar Alnaimi

Omar Alnaimi

Omar serves as a Client Operations Associate based in our Potomac, MD office, supporting the wider Client Operations team and handling advisors’ day-to-day requests. Omar brings several years of previous experience in banking and finance, including roles as a financial consultant at PNC Bank and customer service representative with Bank of America. Now residing in Falls Church, VA, Omar grew up in Turkey and spends his time outside the office reading and training. Previous Experience Financial Consultant at PNC Bank Customer Service Representative at Bank of America Education & Credentials BS, Marymount University, Business Administration, concentration in Finance
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Dec 08 2020
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Kelly Crosby

Kelly Crosby

Kelly is the Senior Office Coordinator of the firm’s Potomac, MD office. In this role, she oversees day-to-day administrative tasks for the Potomac office and its 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, taking long walks, 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…
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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

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 a senior 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,…
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