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Your Financial Planning Team

Meet our team who is dedicated to serving you to help you pursue your financial goals and objectives.

Meet our Bethesda Team     Meet our National Team

Executives
Marc S. Schliefer

Marc S. Schliefer

CFP®, RICP®

President and Financial Planner

Arlene Schliefer

Arlene Schliefer

Corporate Secretary/Treasurer

Wealth Advisors
Hunter Hart

Hunter Hart

CFP®, ChFC®

Financial Planner

Operations
Farahnaz Paksima

Farahnaz Paksima

Operations Manager

Jennifer Park

Jennifer Park

Operations Associate

Eugene Daniller

Eugene Daniller

Client Services Associate, Licensed Sales Assistant

Advanced Solutions Team
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services

Michael Gruidel

Michael Gruidel

Paraplanner

Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Director, Carson Coaching

Jody Jackson

Jody Jackson

FPQP™

Paraplanner

Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning

Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Beth Schanou

Beth Schanou

JD

Senior Wealth Planner

Krista Thompson

Krista Thompson

CPA

Senior Wealth Planner

Erin Wood

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions

Ryan Yamada

Ryan Yamada

CFP®

Planner

Research Department
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Brett Carson

Brett Carson

CFA®

Director of Research

Jake Bleicher

Jake Bleicher

CFA®

Co-Portfolio Manager

Kellie L. Duffy

Kellie L. Duffy

Senior Trade Operations Analyst

Jeff Harris

Jeff Harris

Senior Mergers & Acquisitions Analyst

Todd Knott

Todd Knott

Senior Institutional Trader

Jordan Pieper

Jordan Pieper

Trading Specialist

Drew Reisdorff

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Kevin Zlomke

Director of Trading

Alyssa Zuck

Alyssa Zuck

Trade Operations Analyst

Investments
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist

Jessica Golson

Jessica Golson

CIPM

Director of Platform Operations

Mike Lawrence

Mike Lawrence

Portfolio Manager

Vishnu Lekraj

Vishnu Lekraj

Co-Portfolio Manager

Bobby Schultz

Bobby Schultz

Investment Analyst

Patrick Sittner

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Sonu Varghese

Senior Investment Analyst

Equity Planning
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Headquarters

7910 Woodmont Ave.
Suite 900
Bethesda, MD 20814
Direct: (301) 652-8702
Toll free: 1-800-WLTHMAX
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    The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

    The Forbes ranking of Best-In-State Wealth Advisors received by Paul West (2019). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 29,334 nominations received, based on thresholds – 5,961 invited to complete online survey – 9,230 telephone interviews - 1,757 in-person interviews at Advisor's location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. Barron’s Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Investment News Icons & Innovators: Awarded to Ron Carson (2016) Investment News Icons and Innovators award recipients were selected based on the broad definition of, those who have conceived new ideas and tools that have propelled the industry forward. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

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