facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Take Control of Your Financial Future

Live More, Worry Less


Please select a colleague's picture for a bio or the Book Meeting to connect directly with one of them. We look forward to hearing from you.


Brian Salcetti, CIMA®, AIF® Photo
Read Bio

Brian Salcetti, CIMA®, AIF®

CEO, Managing Partner
Fred Bohlander headshot

Brian Salcetti, CIMA®, AIF®

CEO, Managing Partner

 

Experience

  • 22+ Years of Industry Experience
  • Financial Advisor, Kaplan Financial Group (Equitable)
  • Vice President & Regional Director, Ivy Funds Distributors Inc.
  • Institutional Services & Regional Consultant, Rydex Investments (now Guggenheim Investments)

Education

  • University of Delaware, Lerner College of Business, BSBA. Major: Finance, Minor: Management Information Systems
  • University of Pennsylvania, The Wharton School. Certified Investment Management Analyst Program

Accolades

  • Bethesda Magazine - The Face of Wealth Management - 2021, 2022, 2023, 2024, 2025
  • Bethesda Magazine - Top Financial Professionals - 2022, 2023, 2024
  • Five Star Wealth Manager - 2016-2025
  • Forbes Best-in-State Wealth Advisor - 2021, 2023, 2024, 2025
  • Forbes Best-in-State Next-Gen Advisor - 2019
  • Best of Modern Luxury DC - Voted Best Wealth Manager - 2021
  • Potomac Lifestyle Magazine - Voted Best Wealth Manager - 2021 & 2022

Licenses, Designations, Memberships

  • Accredited Investment Fiduciary - AIF®
  • Certified Investment Management Analyst - CIMA®
  • Investments & Wealth Institute

Personal

  • Lives in Bethesda with his wife (Nicole),  three children (Braden, Avery & Madison) and their Bernedoodle dog (Bailey).
  • Brian swam at the University of Delaware
  • Brian enjoys travel, golf, food & wine and spending time with his family and friends
Julie Bonvillain, CFP®, CDFA® Photo
Read Bio

Julie Bonvillain, CFP®, CDFA®

VP, Director of Financial Planning


Julie Bonvillain, CFP®, CDFA®

VP, Director of Financial Planning


Experience

  • 16+ years industry experience
  • Planner at Brostrom and Berlin Wealth Management (Ameriprise)

Education

  • University of Maryland Global Campus BS Finance; Minor Personal Financial Planning

Licenses, Designations, Memberships

Personal

Lives in Virginia with her husband John and Boxer pup (Vonnie). She has four grown children, two boys and two girls and enjoys hiking, biking, playing Pickleball and visiting museums. Julie also loves to help others, and is volunteering her time helping those in need with comprehensive financial education on a pro bono basis and tax preparation through VITA. 

Blake Millard, CFA® Photo
Read Bio

Blake Millard, CFA®

VP, Director of Investments


Fred Bohlander headshot

Blake Millard, CFA

VP, Director of Investments

 Experience

  • 16+ years of industry experience
  • Senior Wealth Strategy Associate, UBS Private Wealth Management
  • Investment and Performance Systems Analyst, Calvert Investments

Education

  • University of Michigan, Ann Arbor with a double major in Philosophy and History

Licenses, Designations, Memberships

  • Chartered Financial Analyst - CFA®
  • Member of the CFA Institute

Personal

  • Resides in Annapolis, MD with his wife (Jen) and four children (Hudson, twins Fitzgerald and Finley, Wells)
  • Enjoys golfing and boating around the Chesapeake Bay
  • Played club ice hockey at the University of Michigan
  • Passionate Chicago Cubs fan
William B. Bruno, J.D. Photo
Read Bio

William B. Bruno, J.D.

VP, Financial Planner and Sustainable Investing


Will Bruno headshot

William B. Bruno, J.D.

VP,Financial planner and Sustainable investing


Experience

  • 15+ Years of Industry Experience
  • Worked as a financial advisor for American Express Financial Advisors and AXA Advisors (now Equitable Advisors)
  • Served on the Episcopal Diocese of Washington's Committee on Socially Responsible Investing and the Investment Committee of the Fairfax County, VA Bar Association.
  • Contributor to Kiplinger.com 

Education

  • B.A., Brown University.
  • J.D., American University, Washington, College of Law

Personal

Lives in Bethesda, MD with his sons Nicholas and Andrew.  Along with hiking and reading, Will enjoys walking his Beagle mix dog, Nutmeg.

Daniel Christenson Photo
Read Bio

Daniel Christenson

VP, Wealth Advisor
Fred Bohlander headshot

Daniel Christenson

Vice President, Wealth Advisor


Experience

  • 7+ Years of Industry Experience
  • Kelly Financial Services, Vice President – Investment Advisor
  • Northwestern Mutual, Financial Representative – College Unit Captain

Education

  • Saint Francis University, Schwab School of Business, Major: Finance

Personal

  • Resides in Boston, MA and is an avid golfer and fisherman
  • Member of the Sons of the American Revolution – Boston Chapter
James DeCosta Photo
Read Bio

James DeCosta

VP, Wealth Advisor
James DeCosta headshot

James DeCosta

VP, Wealth Advisor


Experience

  • 40+ Years of Industry Experience
  • Solutions oriented Financial Advisor supporting clients in achieving their financial goals by incorporating investment and insurance strategies.

Education

  • Stonehill College, BA
  • University of Chicago, AM, Masters Degree

Personal

  • Hails from Newport, RI, however has called the DC area his home for over 40 years.  
  • Considers himself a bibliophile and is a voracious reader of non-fiction – ask him about any President or Historical Event.  Once a competitive tennis player, he has now entered the age of pickleball.   
  • When not with his clients, you can find James in Rehoboth Beach with his partner of 40 years, cheering on his granddaughter’s soccer team or at the gym.
  • Loves new experiences, making connections, travel and learning!