Our Bethesda Team

Executives

Arlene Schliefer

Corporate Secretary/Treasurer

Marc Schliefer

CFP®, RICP®
Wealth Advisor and CEO

Wealth Advisors

Hunter Hart

CFP®, ChFC®
Partner, Wealth Advisor

Operations

Eugene Daniller

Client Services Associate, Licensed Sales Assistant

Farahnaz Paksima

Operations Manager

Jennifer Park

Operations Associate

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Tom Mullen

Senior Tax Planner