Delivering insightful advice

Building on a foundation of trust

Family photos on shelf

Washington Wealth Management offers business owners, entrepreneurs, and affluent families a collaborative family office approach for making thoughtful, informed decisions about personal and business objectives. We are experienced in virtually every aspect of wealth management, including financial and retirement income planning, asset allocation, risk management, lending, insurance, estate planning and philanthropy.

Our team provides innovative solutions for helping you sustain and grow your wealth and preserve your legacy. With our disciplined process to each generation of your family, we help you meet your most important financial opportunities and challenges.

Washington Wealth Management

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David Andreadis

    David Andreadis, CPWA, CIMA, CPM, CRPC,CEPA

    Managing Director–Wealth Management

    Private Wealth Advisor

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    David has extensive experience delivering customized wealth management, financial planning, and asset protection strategies to high net-worth clients. He focuses on investment management, combining modern portfolio theory with cash flow analytics to build and manage client portfolios for the long term. The relationship aspect of his practice, however, continues to be his priority. Whether with an individual or institutional client, David has never underestimated the importance of listening to his clients and really hearing what they have to say. He strives to take a truly hands-on, personal approach with each relationship, creating an exclusive client experience.

    In his over 25 years of industry experience, David has earned several professional designations. He is a Certified Private Wealth Advisor ® professional and Certified Investment Management Analyst® practitioner, certifications administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business and The Wharton School at the University of Pennsylvania, respectively. David earned his Certified Portfolio Manager® designation from Columbia University and the Portfolio Management Institute. David is also a Chartered Retirement Planning Counselor SM, a professional designation awarded by the College for Financial Planning®. David also earned the CEPA designation through the Exit Planning Institute. This dedication to ongoing education has deepened his understanding of both the challenges and opportunities facing his exclusive group of clients, and has prepared him with the expertise to address their most complex financial issues and most important goals.

    David graduated from the University of Maryland with a B.S. in finance. He also holds Series 7, 31 and 66 securities licenses as well as licenses in health, life, variable annuity and variable life insurance. 

     

    CA Insurance License #0D25694

    • Forbes Best-in-State Wealth Advisors, 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 Maryland, B.S. Finance : 1985 - 1989
    • Private Wealth Advisor
    • Certified Exit Planning Advisor
    • Certified Investment Management Analyst®
    • Certified Portfolio Manager®
    • Chartered Retirement Planning Counselor
    1501 K Street North West
    Suite 1100
    Washington, D.C., DC 20005
  • Richard Haskin

    Richard Haskin, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    Richard helps individuals and their families realize their goals through comprehensive financial planning. He strives to exceed client expectations by delivering thoughtful, personalized advice and providing impeccable client service. Richard studied business at the University of Miami, and has over 25 years of industry experience. He is dedicated to giving back to his community, serving on the board of directors of the Jewish Social Services Agency (JSSA) which helps families across the DC metro area meet physical, social and emotional challenges. Richard is also a member of the Amity Club of Washington, which focuses on philanthropic and social activities. Richard and his wife, Tamara, have lived in Washington for over 30 years and have two grown sons.

    CA Insurance License #0G90912

    • 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 Miami, Business
    • Certified Exit Planning Advisor
    • Senior Managed Accounts Consultant
    7272 Wisconsin Avenue
    23rd Floor
    Bethesda, MD 20814
  • Karen Ben-Shlaush

    Karen Ben-Shlaush, CFP, CIMA, CRPC, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    For over 15 years, Karen has been fully engaged in effecting wealth management, financial planning, and investment solutions for high net worth individuals and business owners. She focuses on helping her clients achieve success across all aspects of their financial lives, while providing an exceptional level of service.

    Karen takes each client through a comprehensive planning process, which starts with carefully listening and making sure she understands their unique situation, values, and vision for their future. She then designs and implements a customized plan that draws on cash flow analysis, simulation testing, and risk management to arrive at the optimal asset allocation. As circumstances in her clients' lives change, the plan evolves and adjusts, giving them the confidence to move forward no matter what challenges come their way.

    Karen is a CERTIFIED FINANCIAL PLANNER™ professional, a certification she earned after obtaining a Certificate in Financial Planning from Georgetown University. She obtained the Certified Investment Management Analyst® designation upon successfully completing Yale University's CIMA® registered education program, administered by the Investments and Wealth Institute. She earned the Chartered Retirement Planning CounselorSM designation through the College for Financial Planning®. As a Certified Exit Planning Advisor, she understands the unique opportunities and challenges that come at every stage of an entrepreneur's personal and business life, from launch through exit and beyond

    Karen graduated with a B.S. in finance and a B.A. in psychology from the University of Maryland, which she attended on a full scholarship. She holds Series 7, 66, and 31 securities licenses and is life, health, and long-term care insurance licensed. Her passion for traveling and learning about different cultures has taken her to over 25 countries, but as a fourth generation Washingtonian, she is proud to call DC home.

    CA Insurance License #0M39025

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

    • University of Maryland, B.S. Finance, B.A. Psychology
    • Certified Exit Planning Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Chartered Retirement Planning Counselor
    1501 K Street North West
    Suite 1100
    Washington, D.C., DC 20005
  • Danielle Tersaga

    Danielle Suzanne "Dani" Tersaga, AWMA

    Vice President–Wealth Management

    Financial Advisor

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    As a Financial Advisor and the team's lead financial planning specialist, Dani leverages her love of problem solving in helping her clients meet their financial needs and achieve their financial goals. Her unwavering work ethic is still driven by a deep-seated commitment to helping others.

    As a key member of Washington Wealth Management, and firm believer in the team's core concepts, Dani helps to provide analytical insights, comprehensive financial planning and personalized investment advice to the team's clients.  

    Starting off as a pre-med student at George Washington University, Dani later graduated from Ursinus College with a B.A. in Business and Economics, minoring in biology. She also holds a Certificate in Financial Planning from the Georgetown School of Continuing Studies and the Accredited Wealth Management Advisor® designation. Dani joined UBS in 2013. As a Wealth Planning Analyst, she provided holistic financial planning advice to high and ultra-high net worth investors throughout the DC Metro area; experience which has been put to good use since she became a Financial Advisor in 2015. 

    Outside of the office, Dani enjoys traveling near and far with her husband Troy, and volunteering at local animal rescues.  Raised in Doylestown, PA, Dani has fallen in love with the DC area and now envisions herself a lifelong DC resident. 

    CA Insurance License #4168965

      • Ursinus College, B.A. , Business and Economics and a Minor in Biology
      • Accredited Wealth Management Advisor℠
      1501 K Street North West
      Suite 1100
      Washington, D.C., DC 20005
    • Blaine Andreadis

      Blaine Andreadis

      Financial Advisor

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      As a UBS Financial Advisor, Blaine focuses on providing excellent financial services. Blaine holds a broad range of experience from operational knowledge, to financial planning, to investment implementation. He began as a Financial Advisor with UBS in UBS's Wealth Advice Center branch located in Weehawken, NJ, which overlooks New York City. There he provided customized financial plans, investment recommendations, and/or other financial services to hundreds of UBS clients. He was accepted to the Inter-Generational Adviser Program (IGAP) at UBS, which concentrates on building the "next generation" of Financial Advisors at UBS. Blaine graduated from Wake Forest University with a B.S. in Finance, and a minor in Psychology. He holds Series 7, Series 66 & Series 31 securities licenses, as well as life, health, & long-term care insurance licenses. 

      Outside of UBS, Blaine values spending time with family and friends, where he lives in Rockville, Maryland. He is an avid skier, snowboarder, surfer, and traveler in his free time. 

       

       

       

       

      CA Insurance License #4213228

            1501 K Street North West
            Suite 1100
            Washington, D.C., DC 20005
          • Steven Hrones

            Steven Hrones

            Senior Wealth Strategy Associate

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              • University of Maryland, B.S. Business Law and Public Policy
                1501 K Street North West
                Suite 1100
                Washington, D.C., DC 20005
              • Susan Harrison

                Susan Harrison

                Senior Client Associate

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                Susan truly sees client service as an opportunity to create an exceptional experience for clients—from their first impressions with the team and continuing throughout their entire relationship. With more than a decade of experience, she provides a foundation for the practice in a multitude of client service areas. She performs a key role in the day-to-day operations of the team, ensuring effective and efficient processing of client requests.

                Susan entered the financial services industry in 1999 and holds Series 7 and 63 securities licenses. She graduated from American University with a B.A. in sociology.

                Susan lives in Bethesda, MD. She is a world traveler and enjoys visiting her two grandsons in Los Angeles every chance she gets.

                  • American University, B.A. Sociology
                    7272 Wisconsin Avenue
                    23rd Floor
                    Bethesda, MD 20814
                  • Daniel Corr

                    Daniel Corr

                    Client Associate

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                    As the newest Registered Client Service Associate of Washington Wealth Management, Daniel is dedicated to utilizing his work ethic and capabilities to benefit every client. His conviction is rooted in approaching each day with confidence and an optimistic outlook to inspire those around him. With a strong eye for detail and an analytical mindset, he is happy to be an unwavering resource to every client.

                    Daniel is a graduate of the Catholic University of America where he was a student-athlete and obtained a B.S./B.A. in Finance. Throughout his college career, he interned with the Washington Wealth Management team at UBS. During his four years as an intern, he gained valuable experience that deepened his understanding of finance, retirement planning, and wealth management. This foundation propelled his career into his current role as an associate. Coupled with excellent communication skills and the ability to simplify strategic financial concepts, he is equipped to help guide clients through complex financial landscapes and reach their goals. Daniel holds the Series 7, 66, & 31 securities licenses.

                    Daniel currently resides in Washington, D.C. and is happy to call the city his home. He finds inspiration in the dynamic atmosphere and diverse opportunities the city has to offer. Daniel enjoys exploring the city’s rich history, ever-growing food scene, and cheering on his favorite Washington sports teams.

                          1501 K Street North West
                          Suite 1100
                          Washington, D.C., DC 20005
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                          Linh Toomey

                          Client Associate

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                            Linh Toomey joined our team as a Client Service Associate in 2024.  Linh began her career at T. Rowe Price, bringing with her 9 years of industry experience in trading, operations, and client reporting.  Her expertise in analysis combined with her genuine and caring nature is an asset to our client service team and to our clients.

                            Linh is an alumnus of Towson University where she graduated with a B.S. in Finance. She also completed graduate-level investment courses at Johns Hopkins Carey Business School. In 2023, Linh received the Bright Award from the Asian Advisory Council for MOSAIC Asian Heritage Community at T. Rowe Price for her work in organizing cultural events for associates to promote diversity and inclusion within the workplace. Linh will be working side by side with our operational team members, Susan Harrison and Daniel Corr to equally handle all administrative responsibilities and client service requests.

                            Raised in Baltimore, Maryland, Linh is thrilled to call Washington, DC her new home. Outside of the office, Linh enjoys traveling, practicing yoga, painting, and learning foreign languages.  Linh speaks English and Vietnamese. 

                              • Towson University, B.S. in Finance
                                1501 K Street North West
                                Suite 1100
                                Washington, D.C., DC 20005
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