Our advisors

David Solomon

David Solomon

Private Wealth Advisor

Learn more about David Solomon
Richard Plant Jr

Richard Plant Jr

Private Wealth Advisor

Learn more about Richard Plant Jr
Sean Eldred

Sean Eldred

Financial Advisor

Learn more about Sean Eldred
James Kerasiotes

James Kerasiotes

Financial Advisor

Learn more about James Kerasiotes
Sean Stephenson

Sean Stephenson

Financial Advisor

Learn more about Sean Stephenson
John Fremont-Smith

John Fremont-Smith

Financial Advisor

Learn more about John Fremont-Smith

Our team

Nicole Weslow

Nicole Weslow

Practice Manager,

Client Relationship Manager

Personal Intro

I am passionate about helping others. I love learning new skills and hobbies - my current favorite hobbies are reading and crocheting! I also enjoy spending time volunteering in my local church. My favorite time of the year is Spring, when I can go outdoors and hike at local parks with my friends. I am also currently studying to become a licensed advisor with our team!

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Macie Lyons

Macie Lyons

Client Relationship Manager

Personal Intro

I am a caring, kind, and driven person. I love helping others and spending time with my friends and family. I enjoy traveling to new places and the beach. I also enjoy attending concerts and watching football. My goal is to excel in my career by developing my professional skills and contributing value to the practice.

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Mandy Dahling

Mandy Dahling

Client Service Coordinator

Personal Intro

I have been with Ameriprise Financial since 2009. Prior to working here, I was the Community Relations Manager for Barnes & Noble for 11 years. My husband Ed and I have a daughter named Abby. In my spare time I enjoy spending time with my family, taking walks, reading, and watching movies and television. I’m also an avid Baltimore Orioles fan!

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Becky Mikels

Becky Mikels

Client Service Coordinator

Personal Intro

I love to spend time with family and friends. I moved to Colorado with my husband, Blaise, in 2016 when his job transferred to Denver. Since then, we had our son, Isaac, and we adopted a dog named Nairobi! I love that technology allows me to still work for this company while living so far away!

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Colleen Willis

Colleen Willis

Administrative Assistant

Personal Intro

In my free time, I enjoy being in the outdoors and finding new places to hike in the Maryland/DC area. I also like traveling, spending time with family and friends, and reading. My goal is to use my previous experience in assisting customers to help the company continue to successfully service its clients.

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