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
Cameron O'Leary
Advisory Team Analyst
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
JD, 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
July 21, 2025
Two-Minute Market Focus
Two big pieces of digital asset legislation─the Genius Act and Clarity Act─have either just been signed into law or are pending. What impact could they have on the economy and your investments? In this episode, Focus Partners’ Todd Jones shares how these bills could affect cryptocurrencies. He also provides an update on market performance and recession indicators.
Listen to the podcastJuly 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
Read the articleJuly 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
Read the article