Meet Your Team
As a founder of Bethesda Wealth Planning Group, Ben focuses on developing and managing retirement plans for individuals, families, and small business owners.
A fully licensed fiduciary financial planner, he believes in building long-term, impactful relationships with his clients.
He is also an avid golfer and captain of the Virgin Islands National Lacrosse Team. Ben lives in Washington, D.C. with his fiancé, Izzie.
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.
Megan Madden CFP® CES®
Financial Planner
Megan passionately advocates for financial education accessibility and inclusivity. With expertise in serving high net-worth individuals, Megan tailors strategies for diverse financial and tax needs.
Megan leads an active lifestyle and enjoys the vibrant fitness community that she’s fostered as a pro coach at Solidcore
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.
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.
Plan Today. Prosper Tomorrow .