Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Bruce D. Ochsman

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

Email Me

Benjamin Blumenthal

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
7272 Wisconsin Ave
23rd Floor
Bethesda, MD 20814

Email Me

Kimberly French

Assistant Vice President

Client Associate

7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

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Noah David Rosseau

Client Associate

Registered States:
  • AR
  • AZ
  • CT
  • DC
  • FL
  • GA
  • IL
  • MD
  • MI
  • PA
  • RI
  • SC
  • TX
  • VA
  • WI
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

Email Me