People

Amy Yurkewitch

Amy Yurkewitch

Amy Yurkewitch is thrilled to join the Glassman Wealth team as Director of First Impressions and Office Administrator and excited to share in Glassman’s vision for enriching the lives of…

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Mia Jackson

Mia Jackson

Mia Jackson’s charisma and generous personality leave a lasting impression on our clients and her Glassman Wealth team members. She is an enthusiastic team player, and continuously looking for ways…

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Elena Kravchenko

Elena Kravchenko

Elena has a diverse international background, having worked for some of the top companies in the hospitality industry in the US as well as overseas. Her areas of expertise include…

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Zach Rampold

Zach Rampold

One of the things that Zach has enjoyed most in his more than 10 years in the financial services industry is simplifying difficult concepts and tasks. The ability to take…

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Sean Preston, CFA

Sean Preston, CFA

Sean Preston, CFA, works with Barry Glassman and the GWS Investment Policy Committee to provide research and due diligence for our investment strategies. As an inquisitive researcher and incisive financial…

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Heather Tweedlie, CFP®

Heather Tweedlie, CFP®, CES™

Heather is passionate about educating clients and empowering them to make informed decisions. Taking the time to understand a client’s communication and learning style, getting to know them and what…

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Trey Gresh, CFP®

Trey Gresh, CFP®

Trey has a passion for learning new things and striving to become a better person each day. He believes if you can improve one small thing each day, over time…

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David Levitt, CFP®

David Levitt, CFP®

Although it was his interest in finance that led him to this industry, David’s desire to work directly with people, not just numbers on a screen, led him to pursue…

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Colin Gerrety, CFP®, CIMA®

Colin Gerrety, CFP®, CIMA®

Colin equates success with helping others make good decisions. This ‘win-win’ philosophy is evident in how he approaches his goal of serving the clients of Glassman Wealth Services. In his…

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Candace Lee, CFP®, EA

Candace Lee, CFP®, EA

Candace’s approach to working with clients is very personal. Getting to know a family and listening to their unique stories allows her to build a stronger relationship and deeper understanding…

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