Meet Our Advisory Team
Our Bethesda-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.
Our team also has deep experience serving women, specifically those going through major life milestones such as losing a spouse, the birth of a grandchild, or going through a divorce or remarriage.
If you’re searching for a financial advisor in Bethesda, MD, our team is ready to support your financial goals.
Connect with Us
Managing Directors
Kate Fries, CFP®, CDFA®
Partner, Managing Director
Kate is a Partner and Managing Director in the Beacon Pointe Bethesda, Maryland office, where she works with clients to help them set and achieve their financial goals through comprehensive planning. With a particular focus on cash flow management and the behavioral aspects of money, Kate helps individuals and families create personalized strategies that align their resources with their values and long-term objectives.
Kate discovered her passion for financial planning during her senior year at the University of Texas (UT), where an Introduction to Financial Planning course sparked her interest in the field. She earned her bachelor’s degree in Communication from UT, followed by a degree in Financial Planning from the University of Alabama. Her career began with a fee-only financial planning firm in Birmingham, AL, before joining The Family Firm (which was acquired by Beacon Pointe in 2025), where she served clients for over a decade. Kate is a CERTIFIED FINANCIAL PLANNER® (CFP®) and is committed to helping clients navigate life’s financial complexities with clarity and confidence. She resides in San Diego, CA, with her partner, Jeff, her son, Wyatt, and their pets. Outside of the office, Kate enjoys reading, experimenting with new recipes, and tinkering with spreadsheets for fun.
Stacy Bakri, CFP®, CDFA®
Partner, Managing Director
Stacy is a Partner and Managing Director in the Beacon Pointe Bethesda, Maryland office, where she works with clients to help them achieve financial security and design plans for living the life they envision. She has extensive knowledge in guiding individuals through the financial complexities of divorce, helping them make informed decisions during periods of transition. Prior to joining Beacon Pointe through the acquisition of The Family Firm in 2025, she was a financial advisor, serving as a team leader and mentor, overseeing the firm’s internal training program for paraplanners. Earlier in her career, she worked as an investment consultant for Charles Schwab & Co., advising clients on portfolio management and retirement planning. Stacy also spent time in the Middle East working for an international exchange and development non-profit organization.
Stacy is a CERTIFIED FINANCIAL PLANNER® (CFP®), a Certified Divorce Financial Analyst® (CDFA®), and is a member of the Institute of Divorce Financial Analysts (IDFA). She holds a degree from Penn State University. Outside of the office, Stacy enjoys spending time with her husband and two children, watching football, biking with her family, and planning her next travel adventure.
Wealth Advisors
Ben Albright, CFP®
Associate Wealth Advisor
Ben is an Associate Wealth Advisor in the Beacon Pointe Bethesda, Maryland office, providing customized strategies to help clients achieve their long-term goals. Ben previously worked as a Paraplanner for The Family Firm, which joined Beacon Pointe in 2025, providing tax preparation and financial counseling for military service members and their families. Ben completed the CERTIFIED FINANCIAL PLANNER® (CFP®) coursework and certificate program at the University of Virginia. Before entering the wealth management industry, Ben pursued an accomplished career in music. He earned both master’s and doctoral degrees from the University of Michigan and continues to perform as a trumpet player with “The President’s Own” United States Marine Band, regularly appearing at the White House and at events across the nation.
Cam Moore, CFP®
Senior Wealth Advisor
Cam is a Senior Wealth Advisor in the Beacon Pointe Bethesda, Maryland office, providing comprehensive financial planning services tailored to the unique needs of each client. Cam began his career at The Family Firm (which joined Beacon Pointe in 2025) as a Paraplanner and went on to serve clients in progressively expanding advisory roles. Earlier in his career, he was a financial planning intern for a large insurance and financial services company serving the military community and their families. Cam is a CERTIFIED FINANCIAL PLANNER® (CFP®) and earned his Bachelor of Science degree in Finance with a concentration in Personal Financial Planning from Virginia Tech.
Donald Lord, CFP®, CPWA®
Senior Wealth Advisor
Donald is a Senior Wealth Advisor in the Beacon Pointe Bethesda, Maryland office, providing comprehensive financial planning and investment management to individuals and families. Donald began his career in personal financial planning after a distinguished twenty-year career in the U.S. Air Force. His professional experience includes roles as a personal financial advisor with CUNA Mutual Life Insurance Company and American Express Financial Advisors. Donald later joined The Family Firm, which Beacon Pointe acquired in 2025, where he specialized in holistic wealth planning. Donald is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and is a Certified Private Wealth Advisor® (CPWA®). He holds a Bachelor of Science degree in Business Management with honors from Hampton University in Virginia.
Gina Kiefer, CFP®
Associate Wealth Advisor
Gina is an Associate Wealth Advisor in the Beacon Pointe Bethesda, Maryland office, supporting clients and team members in delivering comprehensive wealth management solutions. With a passion for learning and educating others, Gina is committed to helping individuals and families understand and navigate the complexities of financial planning, retirement, estate planning, and wealth transfer. Prior to joining Beacon Pointe in 2025 through the acquisition of The Family Firm, Gina was a Paraplanner. Earlier in her career, she worked in student affairs in higher education, developing a strong foundation in leadership and client support. Gina is a CERTIFIED FINANCIAL PLANNER® (CFP®) and completed her financial planning certificate coursework through Penn State University. She earned a Master of Arts in Educational Leadership from West Virginia University and a Bachelor of Science in Business Administration from Shippensburg University of Pennsylvania. Outside of the office, Gina enjoys traveling, running, and spending time with her family.
Stephen Daly, CFP®, CIMA®
Senior Wealth Advisor
Stephen is a Senior Wealth Advisor in the Beacon Pointe Bethesda, Maryland office, where he works closely with clients to organize and simplify their financial lives. Steve helps individuals and families develop comprehensive strategies to achieve their long-term goals. Stephen was a financial advisor with The Family Firm, which joined Beacon Pointe in 2025. Earlier in his career, he was an international development professional supporting programs in the former Soviet Union and served as a Peace Corps volunteer in Pazardjik, Bulgaria. He began his professional journey in Washington, D.C., as a Legislative Assistant for Congressman Steve Horn in the U.S. House of Representatives.
Stephen is a CERTIFIED FINANCIAL PLANNER® (CFP®) and completed his Personal Financial Planning coursework at Georgetown University. He also holds the Certified Investment Management Analyst® (CIMA®) designation, having completed the program at the Wharton School at the University of Pennsylvania’s Aresty Institute of Executive Education. Stephen earned his Master’s degree in International Relations from KIMEP University in Almaty, Kazakhstan, and his Bachelor’s degree in Political Science from the University of Richmond.
Actively involved in his community, Stephen volunteers with the Rock Creek Conservancy. An avid outdoor enthusiast, he enjoys running, hiking, backpacking, and spending time with his wife, Sarah, and their daughter, Saoirse.
Client Service & Operations
Maria Camacho, CFP®
Relationship Manager
Maria is a Relationship Manager in the Beacon Pointe Bethesda, Maryland office, where she works closely to support the day-to-day administration of client portfolios and brings a strong analytical background to financial data analysis and portfolio management. Maria began her career in the financial services industry as a Paraplanner and Portfolio Administrator with The Family Firm, which joined Beacon Pointe in 2025. She earned her Bachelor of Information Systems Management from the University of Maryland, Baltimore County and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Outside of the office, Maria enjoys traveling and dining out with her husband, as well as spending quality time with their two adult daughters.
Nia Karavangelos
Client Service Associate
Nia is a Client Service Associate in the Beacon Pointe Bethesda, Maryland office, where she supports clients and advisors by managing the complexities of account administration, documentation, and day-to-day service needs. With a commitment to excellence and a client-first mindset, Nia ensures that individuals and families receive seamless support as they pursue their long-term financial goals. Nia began her career with The Family Firm, which joined Beacon Pointe in 2025, providing organizational and administrative support to both clients and her team. She completed the Financial Advisory Client Service Certificate (FACSC) Program, strengthening her knowledge in client relations and office management. Nia holds an Associate of Arts degree from Montgomery College and a Bachelor of Nursing degree from the University of Maryland, Baltimore. Outside of the office, Nia enjoys spending quality time with family, friends, and her two cats. She loves going on walks, reading, playing video games, building Legos, and exploring various crafts.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
