Glassman Wealth Services, LLC

Colin Gerrety is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Glassman Wealth Services, LLC since 2015. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm’s investment approach includes diversified portfolios using mutual funds, ETFs, independent managers, and private funds, with a focus on aligning portfolios to client objectives and incorporating non-managed assets into reporting and advice.

Lindsay Shetterly is a financial advisor at Glassman Wealth Services, LLC with 22 years of industry experience and a Series 65 credential. She has been with Glassman Wealth Services since 2014 and previously worked at Highline Wealth Management, Convergent Wealth Advisors, and Lydian Wealth Management Company. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a diversified investment approach, including allocations to mutual funds, ETFs, independent managers, and private funds, with distinct practices such as the routine use of Dimensional Fund Advisors funds and formal AI governance for advisory use.

Travis Russell is a CFP® with 17 years of industry experience, currently serving at Glassman Wealth Services, LLC since 2011. He holds a Series 65 license and is based in Stowe, VT. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored investment approach that includes mutual funds, ETFs, independent managers, and private funds, with a methodology that incorporates cash as an asset class and integrates non-managed assets into client reporting.

Dana Sippel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Financial Specialist™ (PFS™) with 23 years of industry experience. She has been with Glassman Wealth Services, LLC since 2017 and previously worked at West Financial Services, Inc for eight years. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored portfolio approach using various investment vehicles and incorporates private investment fund valuations and planning tools to integrate non-managed assets into client advice.

David Levitt is a CFP® with eight years of industry experience, currently serving as a financial advisor at Glassman Wealth Services, LLC since 2018. Prior to this, he worked at Alpha Financial Advisors, LLC for four years. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, as well as pension and charitable organizations. The firm employs a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, and incorporates a methodology for valuing private investments and managing less-liquid assets.

Matthew Mc Nally is a financial advisor with Glassman Wealth Services, LLC, holding a Series 65 designation. He has one year of industry experience, including prior work at WealthCrossing and several years in education before entering the financial services industry. Glassman Wealth Services serves individuals, pension and profit-sharing plans, and charitable organizations with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes mutual funds, ETFs, independent managers, and private investment funds, with an emphasis on client authorization for cryptocurrency transactions and formal AI governance in advisory practices.

Eric Dunner is a CFP® professional at Glassman Wealth Services, LLC with 17 years of industry experience. He has been with Glassman Wealth Services since 2015. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals—including high-net-worth clients—pension and profit-sharing plans, and charitable organizations. The firm’s approach includes the use of mutual funds, ETFs, independent managers, and private investment funds, with a policy requiring client authorization for cryptocurrency purchases.

Barry Glassman is a CFP® with 29 years of industry experience and has been with Glassman Wealth Services, LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Washington, DC. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs tailored portfolio strategies using mutual funds, ETFs, independent managers, and private funds, and incorporates unique valuation methods for private investments and a comprehensive approach to asset aggregation and reporting.

Jhonny Merida Soto is a CFP® with two years of industry experience currently serving at Glassman Wealth Services, LLC. Prior to joining Glassman Wealth Services in 2025, he worked at Edelman Financial Engines for five years and held positions at Turn2Partners, Washington Wealth Advisors, and Access National Bank. His background also includes four years at Virginia Polytechnic Institute and State University and experience outside finance at Chick-Fil-A. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach includes allocations to mutual funds, ETFs, independent managers, and private funds, with distinctive practices such as the routine use of Dimensional Fund Advisors funds, formal AI governance, and client-controlled cryptocurrency purchases.

Jennifer Stewart is a CFP® with three years of industry experience, currently serving as a financial advisor at Glassman Wealth Services, LLC. Her prior work includes roles at Evermay Wealth Management, Fastmarkets AMM, Argus Media, and Schlumberger Oilfield Services. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach that incorporates mutual funds, ETFs, independent managers, and private funds, with attention to cash management and integration of non-managed assets.

Patrick Mc Namara is a CFP® and Series 66-registered advisor at Glassman Wealth Services, LLC with three years of industry experience. His prior roles include positions at Pathstone, Campbell Wealth, First Financial Group, and KPMG, as well as service in the U.S. Marine Corps. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored investment approach that includes mutual funds, ETFs, independent managers, and private funds, with a methodology that accounts for less-liquid investments and integrates non-managed assets into client reporting.

Donald Gresh III is a CFP® with 10 years of experience in the financial services industry. He has been with Glassman Wealth Services, LLC since 2022 and previously worked at Family Office Research, LLC for seven years. Glassman Wealth Services, LLC serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, with a focus on aligning portfolios to clients’ objectives and incorporating non-managed assets into their reporting and advice.

Candace Lee is a CFP® professional with 10 years of experience in financial advising. She has worked at Glassman Wealth Services, LLC since 2017 and was previously with FJY Financial from 2015 to 2017. Glassman Wealth Services serves individual and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored portfolio approach that includes mutual funds, ETFs, independent managers, and private funds, with attention to incorporating non-managed assets into client reporting and advice.

Maxwell Elsasser is a CFP® at Glassman Wealth Services, LLC with one year of industry experience. Prior to joining Glassman Wealth Services, he worked at Beyond Your Hammock, Baystate Financial, and Ameriprise. He has a background that includes several years in education before entering the financial sector. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a range of investment vehicles and incorporates private investment funds, cash management, and planning tools to align portfolios with client objectives.