Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


David Powell, Financial Advisor serving the Bethesda, MD area - Ameriprise Advisors

David Powell

Financial Advisor

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Caroline Dangel, Associate Financial Advisor serving the Bethesda, MD area - Ameriprise Advisors

Caroline Dangel


Associate Financial Advisor

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Jackson Wiles

Jackson Wiles

Financial Planning Specialist


  • Bachelor of Science in Finance; Financial Planning Option
  • Jackson started with the practice in July 2020.
  • Jackson grew up in Danville, VA, He's a big Virginia Tech sports fan and enjoys watching football and basketball. He also enjoys spending time in the outdoors; hiking, fishing, and kayaking.

Roles & Responsibilities

  • Aids in preparing investment recommendation letters and reviewing portfolio asset allocation.
  • Create financial planning analysis for clients.
  • Handle client questions, concerns, & investment trading.
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Andrea Noel Rodriguez

Andrea Noel Rodriguez

Client Service Manager,

Chartered Retirement Planning Counselor™


  • Chartered Retirement Planning Counselor
  • Bachelor of Science in Business Administration
  • Noell was raised in NM and AZ where her family has lived for generations. She returned to her hometown of Silver City NM in 2020, enjoys the outdoors, spending time with family and playing music.

Roles & Responsibilities

  • Manage client service & scheduling
  • Manage practice operations
  • Coordinate client events
  • Transaction assistance
  • Account maintenance
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