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