Meet Your Team
Originally from the Hudson Valley area of New York, Ben then attended college at Denison University where he Captained the Lacrosse team, was a 3-time All-American selection, and met his fiance Izzie whom he currently lives with in Washington, D.C. Ben founded the Bethesda Wealth Planning Group with the goal of providing the greatest possible impact on his clients lives. His core beliefs are that clients are not transactions but rather partners in a long-term relationship. His passion & specialty is developing & managing retirement plans for individuals, families & small business owners. Ben is a fully licensed fiduciary financial planner. When he is not working with clients, Ben is an avid golfer and captains the Virgin Islands National Lacrosse Team.
Born in London, England, Simeon is a seasoned Planner who believes in practical advice that is easy to implement. He understands the ripple effect that good financial decisions can have in people’s lives when they are consistent.
Simeon attended the University of Pennsylvania where he met his wife, Kate. They welcomed their first child in 2024 and Simeon is a proud father to his daughter.
Beyond the world of finance, Simeon is an advocate for a healthy lifestyle and pursuing creative hobbies. He actively pursues fitness goals, has a love for basketball, and self-publishing fictional books.
Brianna Smith
Client Service Associate
Brianna is committed to providing exceptional support and ensuring client satisfaction. With a strong background in customer service, she excels in building rapport with clients and addressing their needs.
Brianna enjoys exploring new music artists and genres along with a curious eye for photography. If you want to know the best Nachos or egg rolls in town, Brianna is your go-to source.
Armed with a Master's in Applied Economics, Eric has a distinct perspective shaped by his small business ventures and the positive influence Financial Planning can have on business owners.
Eric treasures family vacations and traveling. As an avid basketball enthusiast, he finds joy in the game and embraces an active lifestyle through his love for cycling.
Plan Today. Prosper Tomorrow .