David has extensive experience delivering customized wealth management, financial planning, and asset protection strategies to high net-worth clients. He focuses on investment management, combining modern portfolio theory with cash flow analytics to build and manage client portfolios for the long term. The relationship aspect of his practice, however, continues to be his priority. Whether with an individual or institutional client, David has never underestimated the importance of listening to his clients and really hearing what they have to say. He strives to take a truly hands-on, personal approach with each relationship, creating an exclusive client experience.

In his over 25 years of industry experience, David has earned several professional designations. He is a Certified Private Wealth Advisor ® professional and Certified Investment Management Analyst® practitioner, certifications administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business and The Wharton School at the University of Pennsylvania, respectively. David earned his Certified Portfolio Manager® designation from Columbia University and the Portfolio Management Institute. David is also a Chartered Retirement Planning Counselor^SM, a professional designation awarded by the College for Financial Planning®. David also earned the CEPA designation through the Exit Planning Institute. This dedication to ongoing education has deepened his understanding of both the challenges and opportunities facing his exclusive group of clients, and has prepared him with the expertise to address their most complex financial issues and most important goals.

David graduated from the University of Maryland with a B.S. in finance. He also holds Series 7, 31 and 66 securities licenses as well as licenses in health, life, variable annuity and variable life insurance. He lives in Darnestown, MD with his wife, Margaret, and their three children.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OR, PA, TX, UT, VA, VT, WI, WV, WY

here has never been such a complicated array of investment choices.  With Gordon's 40 plus years of continuous investment management experience, he can distill the financially complex into a clear and understandable investment strategy and deliver to his clients an appropriate investment management program.  To do so, he has assembled a team to provide in depth financial analytics and superior client service.

Gordon has served on the boards of The Washington Ballet for 20 years, The Circumnavigators Club Foundation, of which he was President for 7 years, and other not-for-profit groups.  In addition to the arts and travel he enjoys playing hockey, tennis, skiing, scuba diving and hiking.

Registered States:
CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, ME, MN, NC, NJ, NY, OR, PA, SC, VA, VI, WA, WI, WV

Richard helps individuals and their families realize their goals through comprehensive financial planning. He strives to exceed client expectations by delivering thoughtful, personalized advice and providing impeccable client service. Richard studied business at the University of Miami, and has over 25 years of industry experience. He is dedicated to giving back to his community, serving on the board of directors of the Jewish Social Services Agency (JSSA) which helps families across the DC metro area meet physical, social and emotional challenges. Richard is also a member of the Amity Club of Washington, which focuses on philanthropic and social activities. Richard and his wife, Tamara, have lived in Washington for over 30 years and have two grown sons.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, MI, NC, NJ, NM, NV, NY, OR, PA, VA, VT, WI, WV

Since childhood, Danielle (Dani) Tersaga had wanted to be a doctor—a surgeon, specifically—driven by the problem solving skills involved with diagnosing patients' ailments and an innate desire to help people. Much to her surprise, however, her required accounting and macroeconomics courses prompted a significant shift in her studies and career goals. Today, as a Senior Wealth Strategy Associate, Danielle leverages her love of problem solving in helping her clients meet their financial needs and achieve their financial goals. Her unwavering work ethic is still driven by a deep-seated commitment to helping others.

As a key member of Washington Wealth Management, Danielle helps to provide analytical insights, comprehensive financial planning and personalized investment advice to the team's clients. She also partners closely with Susan and Angel to help ensure the team's operational and administrative excellence.

Starting off as a pre-med student at George Washington University, Danielle later graduated from Ursinus College with a B.A. in finance, minoring in biology. She also holds a Certificate in Financial Planning from the Georgetown School of Continuing Studies and the Accredited Wealth Management Advisor® designation. Danielle joined UBS in 2013. As a Wealth Planning Analyst, she provided holistic financial planning advice to high and ultra-high net worth investors throughout the DC Metro area; experience which was been put to good use since she became a Financial Advisor in 2015. In 2018, Danielle transitioned to a Senior Wealth Strategy Associate for her team.

Outside of the office, Danielle enjoys her new love of golf and her old love of boating. Her lifelong passion, though, has been helping animals. She has fostered 7 animals over the years and is actively involved with Lucky Dog Rescue, Lost Dog and Cat Rescue and Humane Rescue Alliance. Raised in Doylestown, PA, Danielle has fallen in love with Georgetown and Glover Park over the last five years and now envisions herself a lifelong resident of D.C.

Registered States:
AL, CA, CO, CT, DC, FL, GA, IL, MD, NC, NJ, NM, NY, OH, OR, PA, TX, VA, VT, WI, WV, WY

Susan truly sees client service as an opportunity to create an exceptional experience for clients—from their first impressions with the team and continuing throughout their entire relationship. With more than a decade of experience, she provides a foundation for the practice in a multitude of client service areas. She performs a key role in the day-to-day operations of the team, ensuring effective and efficient processing of client requests.

Susan entered the financial services industry in 1999 and holds Series 7 and 63 securities licenses. She graduated from American University with a B.A. in sociology.

Susan lives in Bethesda, MD. She is a world traveler and enjoys visiting her two grandsons in Los Angeles every chance she gets.

e she gets.

Registered States:
AL, AZ, CA, CO, DC, DE, FL, GA, ID, MD, NC, NJ, NM, NY, OH, PA, TX, VA, WI, WV