Bethesda, MD
Meet Our Advisory Team
Our Bethesda Advisory Team
Ben Albright, CFP®
Associate Wealth Advisor
Cam Moore, CFP®
Senior Wealth Advisor
Donald Lord, CFP®, CPWA®
Senior Wealth Advisor
Gina Kiefer, CFP®
Associate Wealth Advisor
Kate Fries, CFP®, CDFA®
Partner, Managing Director
Maria Camacho, CFP®
Relationship Manager
Nia Karavangelos
Client Service Associate
Stacy Bakri, CFP®, CDFA®
Partner, Managing Director
Stephen Daly, CFP®, CIMA®
Senior Wealth Advisor
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Bethesda team if we can be of service.