Corey McGuire, CFA®
Corey serves as a Vice President on the Investment Team. He joined the team with more than 20 years of ...
Shawn Wyckoff
Shawn is a Senior Associate on our Client Operations team, supporting the wider team by assisting advisors in the Potomac, ...
Patricia DCosta
Patricia is a Data Operations Associate based in Potomac, MD, where she assists the broader Data Ops team and provides ...
Ryan Jordan, CFP®
Ryan is a senior advisor associate in the firm’s Potomac office, assuming the role after an internship in the summer ...
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 ...
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 ...
David Dickman
David is an advisor in the firm’s Potomac, MD office, providing clients with customized financial planning and investment management advice. ...
Paul Kim
Paul is an Assistant Vice President and advisor based in the firm’s Potomac, MD office, supporting the team of advisors ...
Inessa M. Mischenko, CSOP
Joining the firm in 2019 and based in our Potomac office, Inessa brings over 20 years of experience in the ...
Karl Stiegmann, CFP®
Karl joined the team in 2017 following an internship with the firm. He is now an Assistant Vice President and ...
Karen Smith
Karen joined the firm in 2018, bringing with her more than a decade of operational experience in the financial industry. ...
Emily Platt, CFP®
Emily joined the firm as a client associate in 2017 after graduating from James Madison University with a degree in ...
