Bethesda
Proudly Serving Bethesda
Bethesda
7475 Wisconsin Ave
11th Floor
Bethesda, MD 20814
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Your Bethesda Team
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Andrew Kline
CFP®, CPA
Wealth Advisor
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Andrew Leach
CFP®
Portfolio Manager
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Joe Frontczak
CFA®, CFP®, EA
Wealth Advisor
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Kelly Anastasi
Director, Business Management
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Oscar Cornejo
CFP®
Associate Wealth Advisor
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Dawn Doebler
MBA, CPA, CFP®, CDFA®
Senior Wealth Advisor
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Queen Harambee
Associate Wealth Advisor
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Answan Johnson
CFP®, MBA
Wealth Advisor
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Chris Johnson
MBA
Senior Wealth Advisor
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Sarah Kyle
CFP®, CPA
Wealth Advisor
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Nina Mitchell
Senior Wealth Advisor
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David Olson
CIMA®
Senior Wealth Advisor
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Shellie Peters
CFP®, ChFC®, CAP
Senior Wealth Advisor
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Steve Schuler
Senior Wealth Advisor
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Paul Shapero
Senior Vice President, Business Management
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Simeon Spruill
Associate Wealth Advisor
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Eric Patoine
CPA
Senior Tax Manager
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Jennifer Stevens
CFP®
Wealth Advisor
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Cyndie Teng
Client Service Associate
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Whitney Turner
Associate Wealth Advisor
Enjoy some of our latest resources
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May 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
Read the article -
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