Washington, DC Constitution Ave NW Office

Danielle Dunne is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. Her prior work includes positions at Gretchen Meyer Financial and academic roles at Fairfield University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, employers, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes a range of strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary research and integration with broader Goldman Sachs affiliates.

Stefana Stan is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. Her previous roles include positions at Goldman Sachs and the State Employee Federal Credit Union. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and integrates offerings across affiliates, providing tailored solutions such as private family office support and retirement plan education.

Alvin Fonkoua Sop is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Goldman Sachs Wealth Services, where he has worked since 2019, following prior roles at Charles Schwab and Winthrop University. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, and institutional investors. The firm utilizes centralized investment resources and model portfolios while providing tailored offerings such as Executive Wealth and Private Family Office support.

Sarrah Schreffler is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Goldman Sachs in 2021, she worked at Cambridge Associates for three years. She also has experience in academic and retail settings, including roles at Denison University and J.Crew. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models alongside specialized programs and integrates resources across the Goldman Sachs ecosystem to offer a broad range of advisory and investment services.

Alexander Douma is a financial advisor with Goldman Sachs Wealth Services holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Fidelity Investments and various educational institutions. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing tailored financial planning, portfolio management, and access to specialized programs and alternative investments. The firm integrates strategic allocation models and research tools within the broader Goldman Sachs ecosystem to deliver its advisory services.

Delaney Alejandro Negron is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. His prior roles include multiple positions at the University of Rochester and Goldman Sachs Ayco. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment solutions supported by proprietary research and a range of operational tools, with access to the broader Goldman Sachs ecosystem.

Valerie Powers is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Luke Keck is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P./Mercer Allied and Summit Financial Resources. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging resources across the broader Goldman Sachs organization.

Jeffrey Conn is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Goldman Sachs in 2021, he spent 11 years at The McLean Group and Mclean Securities, LLC. He serves as a board member at Avantalytics Corporation, a software and consultancy firm based in Arlington, VA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services through integrated teams and affiliated entities.