Experience That inspires confidence
Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.
David Andreadis, CPWA®, CIMA®, CPM®, CRPC®,CEPA
Senior Vice President - Wealth Management
Private Wealth Advisor
Certified Investment Management Analyst (CIMA®)
Certified Portfolio Manager (CPM®)
Visit my personal page
202-942-2881
Gordon Dale
Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Visit my personal page
202-585-5318
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Richard Haskin, CEPA®
Karen Ben-Shlaush, CFP®, CIMA®, CRPC®, CEPA
First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA®)
Visit my personal page
202-585-5319
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