Advocacy shaped by knowledge

Team Photo

At K Street Partners, our clients often choose to work with us for life. Why? We are a caring and experienced team dedicated to hands-on service. We combine our personalized financial planning approach with accountable investing to help our clients achieve what is most important. They respect our knowledge in an industry that is constantly changing. But most importantly, our clients value our ability to connect with them and prepare them for the challenges they face each day as they work, plan for their families, and plan for the future they have earned.

Will your children be financially responsible after you’re gone? Can you afford to retire? Whatever your concerns that keep you up at night, you can trust that we are your advocates, ready to listen and create a customized solution for your needs. Backed by the global resources and investment research of a world leader in wealth management, our team is singularly focused on one goal: your financial well-being.

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Pursuing your goals together


Mission Statement: At K Street Partners, we see ourselves as your financial as well as life advocates. Much like that of a boutique, our practice is committed to accessibility and exceptional service. Most importantly, our team is passionate about giving you the right tools and advice to help you make appropriate decisions today and for the future.

Client commitment– we aim to always keep your best interests in mind
Personalized service– individual advisor and counsel from experienced professionals
Comprehensive advice– we create a plan to help you pursue your short-, medium- and long-term goals
Recommendations– recommendations aligned with your goals, circumstances and risk tolerance
Individual and firm integrity– our principles, financial strength and service quality seek to provide comfort and security to clients through both good and difficult times

  • Patrick

    Patrick Adams, CFP, ChFC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WV

    Education:

    • B.A. political science, University of Washington

    Designations:

    • Certified Financial Planner™ (CFP®)
    • Chartered Financial Consultant (ChFC)
    • Senior Portfolio Manager-PMP Program

    Licenses:

    • Series 3, 7, 63, 65
    • Life and health insurance

    Experience:

    • Over 30 years of industry experience

    Roles and Responsibilities:

    As a Wealth Advisor, Patrick delivers purposeful expertise to clients through insightful planning and customized investment management.

    Patrick focuses mainly on managing and implementing client portfolios and financial plans. He uses managed platforms to balance individual equities and bonds that generate cash flow and create tax-efficient portfolios.

    Personal and Community:

    • Pat resides in Alexandria, VA with his wife Kerry and their twin daughters
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Washington, B.A. Political Science
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Financial Consultant
    • Senior Portfolio Manager
    1501 K Street North West
    Suite 1100
    Washington, D.C., DC 20005
  • Kristina

    Kristina Newman Bakis, CFP

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA
    • WV

    Education:

    • B.A., French, Bates College
    • MBA, Boston College

    Designations:

    • Certified Financial Planner™ (CFP®)

    Licenses:

    • Series 7, 66
    • Life and health insurance
    • CA Insurance License Number: 4044835

    Experience:

    • Over 15 years of industry experience

    Roles and Responsibilities:

    As a Wealth Advisor Kristina delivers productive logistics to clients to help them stay on track and navigate the complexity of financial planning and investment implementation.

    Kristina supports financial planning and portfolio management. She works to help clients define and prioritize their financial objectives and integrate investment products to create a specific and well-rounded financial plan.

    Personal and Community:

    • Kristina resides in Washington, D.C. with her husband Matthew and their sons William and Griffin.
    • Annual participant Bates National Day of Service
    • Volunteer, American Diabetes Association
    • SIFMA Volunteer: Mentor to elementary and middle school students participating in the “Stock Market Game”

     

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Boston College, M.B.A.
    • Bates College, B.A. French
    • CERTIFIED FINANCIAL PLANNER™
    1501 K Street North West
    Suite 1100
    Washington, D.C., DC 20005
  • jorge

    Jorge Lopez-Balboa

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA
    • WV

    Born and raised in Cuba, Mr. Lopez-Balboa graduated from high school and arrived to the United States to attend Georgetown University, where he studied accounting and finance. Upon graduation, Jorge began his 50+ year career in the financial services industry at Paine, Webber, Jackson, & Curtis in Washington, D.C. Jorge eventually found his home at Merrill Lynch where he managed over $400 million for institutions, nonprofits, endowments, and high net worth individuals for over 25 years. In 2001, Jorge retired from the financial services industry.

    After 8 years of golf and doing enough bird watching to even bore Sir David Attenborough, Jorge realized retirement wasn’t for him. He returned to the business in 2009, but this time found his home at UBS Financial Services. Mr. Lopez-Balboa’s extensive experience in portfolio management through various market cycles has equipped him with the ability to offer innovative solutions for a broad variety of sophisticated clients. Jorge's vast knowledge lends perspective and insight, which adds value to the team’s wealth management practice. His background and multi-decade resume has earned him the unofficial title of the “gray hair on the team”.

    After residing in Washington, D.C. for more than half a century, Jorge relocated to Sarasota, FL with his loving wife. When he is not attending concerts and shows at the Van Wezel Performing Arts Hall, Jorge spends his time in Bethany Beach, DE hosting his three adult children and eight grandchildren at his beach house.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Georgetown University, Accounting and Finance
    • Licenses, Series 7,66
      1501 K Street North West
      Suite 1100
      Washington, D.C., DC 20005
    • Alexis Headshot

      Alexis George, CFP®, ChFC®, CDFA®, CEPA

      First Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • ID
      • IL
      • IN
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NJ
      • NY
      • OH
      • OR
      • PA
      • SC
      • TX
      • VA
      • VT
      • WA
      • WV

      Alexis graduated with a B.A. in English and minor in Spanish and Theater from Georgetown University, while also playing goalkeeper for the women’s soccer team. Upon graduation from Georgetown, Alexis went on to receive an online M.B.A. from the University of Maryland, University College. The online program enabled her to pursue her music career in the evenings, where she was lead singer and rhythm guitarist in a rock band. Her fondest memory was playing the legendary 9:30 Club in D.C. Today, instead of playing to a crowd of thousands, she plays Disney songs for her two young children.

      Prior to joining the financial services industry, Alexis was a certified Project Management Professional (PMP®) in the Government Contracting space. While grateful for the experience, Alexis had this insatiable appetite for more, so she entered the financial services industry as a Registered Client Service Associate at Morgan Stanley Private Wealth Management. After obtaining her Series 7 and 66 licenses, she led the marketing, business development, and the Alternative Investments process for current and prospective clients. In 2015, Alexis moved to UBS Financial Services to become a Financial Advisor. She dove in head first and obtained her life and health insurance licenses, became a Certified Financial Planner (CFP®) professional, a Chartered Financial Consultant (ChFC®), a Certified Divorce Financial Analyst (CDFA®), and a Certified Exit Planning Advisor (CEPA)…all in 5 years.

      Inspired by her father’s incredible recovery from a freak accident in 2016, she and her family are stalwart supporters of Spinal Cord and Traumatic Brain Injury rehabilitation services. Specifically the positive impact that art therapy has on the recovery journey.

      Whether it’s cage diving with Great Whites in South Africa or trekking the lemurs of Madagascar, Alexis loves adventure travel. Currently, Alexis resides in the District with her husband, son, daughter, and rescue dog, Cayman.

       

       

      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Georgetown University, B.A. English
      • Licenses, Series 7,66
      • California Insurance # 0M76590
      • University of Maryland (Global Campus), M.B.A
      • Certified Financial Planner™ (CFP®)
      • Certified Divorce Financial Analyst
      • Chartered Financial Consultant
      • Certified Exit Planning Advisor
      1501 K Street North West
      Suite 1100
      Washington, D.C., DC 20005
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      Mason Trippe

      Client Associate

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • LA
      • MA
      • MD
      • MI
      • MN
      • NC
      • NY
      • OH
      • OR
      • PA
      • SC
      • TX
      • VA
      • WA
      • WV

      Education:

      • B.A., Economics, University of Maryland

      Licenses:

      • Series 66
      • Series 7

      Experience:

      • 1 Year of Industry Experience


      Roles and Responsibilities:

      As a Registered Client Associate, Mason focuses on fulfilling clients' needs and objectives in a timely and accurate manner, which provides our clients peace of mind knowing that their requests are satisfied to the highest degree.

      Mason manages administration, operations, client on-boarding, monetary transactions and all other aspects of client-related services. 

      Personal and Community:

      Mason resides in Tampa, FL

        • University of Maryland, B.A. Economics
          1501 K Street North West
          Suite 1100
          Washington, D.C., DC 20005
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          Hanna Scali

          Client Associate

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            Education:

            B.A., Finance, The Catholic University of America

             

            Experience:

            1 Year of Industry Experience

              • The Catholic University of America, B.A., Finance
                1501 K Street North West
                Suite 1100
                Washington, D.C., DC 20005
              Service defines our relationships

              Service defines our relationships

              Investing with a fiduciary focus

              Investing with a fiduciary focus

              Planning keeps your goals on track

              Planning keeps your goals on track

              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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