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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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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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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Caite Stevens

Caite Stevens, CIP, CPC

Ms. Stevens serves as SVP, Director of Digital Communication & Business Intelligence at Wealthspire. Caite’s multi-faceted experience in the industry allows her to leverage technology to both improve operations and provide insight to critical firm metrics. With over twenty years’ experience in financial services, Caite has held leadership roles in Finance, Technology, Process Improvement, and Client Service. Prior to joining the firm in 2006, Caite spent a decade serving several major Wall Street firms, where she earned the FINRA Series 7, 52, and 63 licenses before making the transition to RIAs. She is a professional member of the Association for…
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Karen Smith

Karen Smith

Karen joined the firm in 2018, bringing with her more than a decade of operational experience in the financial industry. Previously, Karen served as Associate Director of Operations at Convergent Wealth, LLC, where she coordinated and implemented complex operational projects for the firm’s ultra-high net worth clientele. More recently, she worked with the Montgomery County Employee Retirement Plans as an Investment Compliance Analyst prior to transitioning to her role here as Vice President of Client Operations. In her free time, Karen enjoys horseback riding and spending time with her family. Previous Experience Investment Compliance Analyst at Montgomery County Employee Retirement…
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Emily Platt

Emily Platt, CFP®

Emily joined the firm as a client associate in 2017 after completing her undergraduate degree in Finance at James Madison University. While at JMU, Emily served as a member of the Madison Investment Fund, helping to manage a long-only equity portfolio within the University’s endowment. She spent two summers as an investment banking analyst with Wells Fargo Securities, contributing industry research and modeling pro forma financials for mergers and acquisitions. In November 2018, Emily transitioned to an internal investment role, supporting the firm’s Chief Investment Officer. As a member of this team, Emily is focusing on asset allocation, manager research…
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Chris Maxey

Chris Maxey, CAIA

Chris joined the firm in 2018 to add depth to the internal investment research function, bringing expertise in portfolio construction, asset allocation, and money manager research and due diligence. Previously working as a portfolio manager with both Steben & Company and Fortigent, he has extensive experience in manager due diligence and risk management, which he now utilizes to provide tailored investment strategies to meet a broad range of client needs. As part of the firm’s investments team, Chris provides ongoing guidance and expertise in capital markets to wealth and retirement advisors. A Northern Virginia native, Chris lives in Vienna, VA…
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Dmitriy Katsnelson

Dmitriy Katsnelson

Dmitriy joined the firm in 2015 through the acquisition of Highline Wealth Management, bringing more than fifteen years of experience in financial services. Since 2005, he has focused solely on providing solutions to financial advisors encompassing money manager due diligence and asset allocation. Prior to joining the firm, he was the Chair of Strategic Investment and Asset Allocation Committees with Fortigent/LPL Financial, where he was responsible for overseeing more than $3 billion in discretionary managed models. Previous Experience Strategic Investment Chair/Senior Analyst, Research at LPL Financial (formerly Fortigent LLC, formerly Lydian Wealth Management) Analyst at Harley-Davidson Motor Company Assistant Analyst…
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Chris Kiessling

Chris Kiessling, CFP®, BFA™

Chris has been with the firm and its predecessors since 2010, and has almost a decade of experience in the financial industry. Now serving as an advisor in our Potomac office, he has worked with affluent families as a financial professional for over five years. His experience in the many aspects of wealth management helps his clients navigate a path to meet their financial goals. Previous Experience Senior Wealth Advisor at Bronfman Rothschild Associate at Highline Wealth Management Education & Credentials BS, Virginia Polytechnic Institute and State University, Finance Certified Financial Planner™ Series 65 license     Certified Financial Planner…
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Robin Dobbs

Robin Dobbs, CFP®

Robin joined the firm in 2015 through the acquisition of Highline Wealth Management. She began her career with Highline Wealth Management in 2008 and has worked closely with high net worth families and institutions toward achieving their financial goals. Robin uses a customized approach to assist clients with their day-to-day financial needs and overall financial planning for the future while fostering a strong partnership based on trust, confidence, and a high level of service. Previous Experience Associate at Highline Wealth Management Account Manager at Household Title & Escrow, LLC Education & Credentials BS, University of Florida, Finance Certified Financial Planner™…
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