» Financial Specialist

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Anderson, Stephanie
Councilor, Buchanan & Mitchell (CBM)
Financial Specialist
7910 Woodmont Avenue, Suite 500
Bethesda, MD 20814
Phone: (240) 204-8520
http://www.cbmcpa.com
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Egert, Jordan
Councilor, Buchanan & Mitchell (CBM)
Financial Specialist
7910 Woodmont Ave #500
Bethesda, MD 20814
Phone: (954) 295-3148
http://www.cbmcpa.com
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Cook, Margo
Rothschild Capital Partners
Financial Specialist
5 East 82nd Street, #3
New York, New York 10028
Phone: (410) 443-5941
https://www.rothcap.com/
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Muhammed, Michelle
The Next Chapter Divorce
Financial Specialist
1738 Elton Road
Suite 312
Silver Spring, MD 20903
Phone: 301-719-3332
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Schleupner, CFP®, CDFA®, Steven
Councilor, Buchanan & Mitchell, PC
Financial Specialist
7910 Woodmont Avenue
Suite 500
Bethesda, MD 20814-3048
Phone: (240) 673-1451
https://www.cbmcpa.com/
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May, Debora
Councilor, Buchanan and Mitchell, P.C.
Financial Specialist
7910 Woodmont Ave Suite 500 Bethesda, MD 20814
Phone: (301) 986-0600
https://www.cbmcpa.com/
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Girgis, Caroline
Goldman Sachs
Financial Specialist
6550 Rock Spring Drive Suite 400 Bethesda, MD 20817
Phone: 301-493-6767
https://www.goldmanpfm.com/bethesda-north-md
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Blum, Jamie
Argent Bridge Advisors
Financial Specialist
8045 Leesburg Pike
Suite 250
Vienna, VA 22182
Phone: (833) 568-4900 (main office)
https://argentbridge.com/team/jamie-blum/
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Mitlehner, Carl
Carl Mitlehner
Financial Specialist
4000 Legato Road, Suite 1100
Fairfax, Virginia 22033

Certified Financial Planner® Practitioner
Phone: (571) 899-5050
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Frishman, Abbie
Councilor, Buchanan & Mitchell, P.C.
Financial Specialist
7910 Woodmont Avenue Suite 500 Bethesda, MD 20814
Phone: (301) 986-0600
https://www.cbmcpa.com/