Because our relationship with our clients is more than the typical advisor relationship.

Barry Glassman, CFP
Barry Glassman, CFP®

Founder and President

Barry Glassman, CFP®
Travis Russell, CFP®

Principal and Client Advisor

Travis Russell, CFP®
Lindsay Shetterly, CIMA®, CES™
Lindsay Shetterly, CIMA®, CES™

Principal and Client Advisor

Lindsay Shetterly, CIMA®, CES™
Eric Dunner, J.D., CFP®

Principal and Client Advisor

Eric Dunner, J.D., CFP®
Laura Cheplak
Laura Cheplak

Chief Operating Officer

Dana Sippel, CFP®, CPA/PFS
Dana Sippel, CFP®, CPA/PFS

Vice President and Client Advisor

Dana Sippel, CFP®, CPA/PFS
Candace Lee, CFP®, EA
Candace Lee, CFP®, EA

Vice President and Client Advisor

Candace Lee, CFP®, EA
Colin Gerrety, CFP®, CIMA®
Colin Gerrety, CFP®, CIMA®

Vice President and Client Advisor

Colin Gerrety, CFP®, CIMA®
David Levitt, CFP®
David Levitt, CFP®

Client Advisor

Trey Gresh, CFP®
Trey Gresh, CFP®

Client Advisor

Sean Preston, CFA
Sean Preston, CFA

Director of Research

Zach Rampold
Zach Rampold

Client Service and Operations Manager

Elena Kravchenko
Elena Kravchenko

Operations Associate

Kelly Bunting

Operations Associate

Mia Jackson
Mia Jackson

Executive Assistant

Amy Yurkewitch
Amy Yurkewitch

Director of First Impressions

Washingtonian: DC's Best Financial Advisers — 2022, 2021

The Washingtonian surveys hundreds of area financial professionals during the preceding 4-6 months prior to publishing the award. The 2022 award was published in March 2022. The 2021 award was published in January 2021.

 

Fee-only advisers include certified financial planners who do not accept commissions or referral fees. To arrive at the names of the area's 201 top financial advisors—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a "best adviser" tag—the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research, consulting industry experts and publications. The "best adviser" names on this list are the people who received the strongest recommendations.

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