Potomac Office
Our Potomac Team
Jameel Branch
Financial Wellness Coordinator
Scott Brody
Managing Director
Carol Clarke
Assistant Vice President, Client Service
Ethan Copeland, CFP®
Advisor Associate
Ryan deLeon
Advisor Associate
Liam Desmond
Advisor Associate
David Dickman
Managing Director
Robin Dobbs, CFP®
Senior Vice President
Cheyenne Francis
Senior Client Service Associate
Annie Hall
Assistant Vice President, Client Service Manager
Ashley Iddings, CIMA®, CPWA®
Managing Director
Ryan Jordan, CFP®
Assistant Vice President
Dmitriy Katsnelson
Managing Director, Head of Wealth Investment Solutions
Chris Kiessling, CFP®, BFA™
Senior Vice President
Paul Kim
Vice President
Andrew Lendnal
Managing Director, Head of Financial Wellness
Chris Maxey, CAIA®
Managing Director, Chief Market Strategist
Max Meltzer, CFP®
Managing Director
Michael Sahakian
Senior Vice President
Bill Schwartz, CPA, CFP®
Managing Director
Garrett Scranton, CFP®
Assistant Vice President
Kevin Smith, CFP®
Senior Vice President
Karl Stiegmann, CFP®
Vice President
Julie Swanson
Senior Client Service Associate
Michèle Walthert, CFP®, CRPC®
Managing Director, Head of Advisor Success