Chris Maxey, CAIA
Chris serves as Managing Director and Chief Market Strategist on the Investment Team. He joined the firm in 2018 to ...
Dmitriy Katsnelson
Dmitriy joined the firm in 2015 through the acquisition of Highline Wealth Management, bringing more than fifteen years of experience ...
Chris Kiessling, CFP®, BFA™
Chris is a financial advisor in our Potomac office and has been with the firm and its predecessors since 2010. ...
Robin Dobbs, CFP®
Robin is a Senior Vice President in our Potomac, MD office, beginning her career over 15 years ago with a ...
Scott Brody
Scott has been with the firm and its predecessors since 2013 and has 30 years of experience in the financial ...
Kevin Smith, CFP®
Kevin Smith joined the firm in 2018 and has over a decade of experience in the financial services industry. As ...
Max Meltzer, CFP®
Max joined the firm in 2015 through the acquisition of Highline Wealth Management. In his role as an advisor, Max ...
Christopher Owens, CFP®
Chris joined the firm in 2017, bringing with him a decade of experience in the financial industry. After spending a ...
Bill Schwartz, CPA, CFP®
Mr. Schwartz is a Managing Director in the Potomac, MD office, a member of the executive board, and a member ...
Michèle Walthert, CFP®, CRPC®
Michèle joined the firm in 2011 and serves as both a financial advisor and the Head of Advisor Success for ...
Ashley E. Iddings, CIMA®, CPWA®
Ashley is a Managing Director and head of Wealthspire Advisors’ Potomac, MD office. She has been with the firm and ...
