Bethesda - 7475 Wisconsin Ave
Proudly Serving Bethesda
Bethesda - 7475 Wisconsin Ave
7475 Wisconsin Ave
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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Jane DiNardo
Vice President, Human Capital
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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
CFA®, CFP®, CPA
Associate Wealth Advisor
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Nina Mitchell
Senior Wealth Advisor
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Cameron O'Leary
Manager, Investment Operations
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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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Ron Rubin
President, Vice-Chair
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Ryan Rudzinski
CPA
Vice President, Finance
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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
Client Service Associate
Enjoy some of our latest resources
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February 10, 2025
Monthly Investment Commentary: February 2025
When it comes to trends like AI, Focus Partners’ Jason Blackwell shares why the key for investors is to remain discerning, question conventional wisdom, and focus on fundamentals rather than fleeting headlines.
Read the article -
February 05, 2025
Two-Minute Market Focus
In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market, discusses how stocks are reacting to the changing tariff policy, and shares his thoughts on U.S. exceptionalism.
Listen to the podcast -
February 04, 2025
Tax Planning Strategies for 2025
Chief Planning Officer Jeffrey Levine will share insights on last-minute tax strategies for 2024 and provide a framework for addressing key tax planning priorities in 2025.
Watch the video