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 20, 2025
Is It Time for Investors to Rethink Global Diversification?
In light of evolving tariff policies, market commentators are questioning whether a large international presence is becoming more of a challenge than an asset for U.S. companies. In this video, Focus Partners’ Jason Blackwell discusses how shifts in global trade and domestic production could be reshaping investment trends.
Watch the videoMay 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
Read the articleMay 13, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides an update on market performance and analyzes the Federal Reserve’s recent decision to hold rates steady.
Listen to the podcast