Bethesda
Proudly Serving Bethesda
Bethesda
7475 Wisconsin Ave
11th Floor
Bethesda, MD 20814
Your Bethesda Team
Andrew Kline
CFP®, CPA
Wealth Advisor
Andrew Leach
CFP®
Portfolio Manager
Joe Frontczak
CFA®, CFP®, EA
Wealth Advisor
Kelly Anastasi
Director, Business Management
Oscar Cornejo
CFP®
Associate Wealth Advisor
Dawn Doebler
MBA, CPA, CFP®, CDFA®
Senior Wealth Advisor
Queen Harambee
Associate Wealth Advisor
Answan Johnson
CFP®, MBA
Wealth Advisor
Chris Johnson
MBA
Senior Wealth Advisor
Sarah Kyle
CFP®, CPA
Wealth Advisor
Nina Mitchell
Senior Wealth Advisor
David Olson
CIMA®
Senior Wealth Advisor
Shellie Peters
CFP®, ChFC®, CAP
Senior Wealth Advisor
Steve Schuler
Senior Wealth Advisor
Paul Shapero
Senior Vice President, Business Management
Simeon Spruill
Associate Wealth Advisor
Eric Patoine
CPA
Senior Tax Manager
Jennifer Stevens
CFP®
Wealth Advisor
Cyndie Teng
Client Service Associate
Whitney Turner
Associate Wealth Advisor
Enjoy some of our latest resources
May 06, 2025
Investment Lessons from Recent Market Volatility
April brought many twists and turns for markets. In this video, Focus Partners’ Kevin Grogan breaks down a whirlwind month, including what led to the market swings and some key lessons for investors.
Watch the video
April 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
Read the article
April 29, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on European stocks. He also explores the initial signs of how tariffs may be impacting the broader market.
Listen to the podcast