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®
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®
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
- Certified Financial Planner™ - CFP®
- Certified Divorce Financial Analyst - CDFA®
- Member of the Financial Planning Association
- Member of the Institute for Divorce Financial Analysts
- Financial Coach with THRIVE, a 501c(3) non profit organization
- Tax Preparation Coach with LIFE Financial Assistance Organization, a 501c(3) non profit organization
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®
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.
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
VP, 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
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!