Our advisors

G.B. Bose, Private Wealth Advisor serving the Washington, DC area - Ameriprise Advisors

G.B. Bose

MBA, APMA®

Private Wealth Advisor

Chief Executive Officer of Washington Retirement Planning Specialists
Learn more about G.B. Bose Visit G.B. Bose's website
Andrew Dans, Financial Advisor serving the Washington, DC area - Ameriprise Advisors

Andrew Dans

APMA®

Financial Advisor

Learn more about Andrew Dans Visit Andrew Dans's website

Our team

Bernard Tomasky

Bernard Tomasky

Client Service Manager

Steve Kavgioulas

Steve Kavgioulas

Investment Manager

Qualifications

  • APMA
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Andreea Lazar

Andreea Lazar

Operations Manager

Nona Butler

Nona Butler

Practice Manager

Keith Kegler

Keith Kegler

Assistant

Margarita Kavgioulas

Margarita Kavgioulas

Client Service Specialist

Michael Litherland

Michael Litherland

Client Service Specialist