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Get to Know Your Team
At Sandbox Financial Partners

With issues ranging from college costs to retirement planning or caring for aging loved ones, our dedicated team brings years of experience to provide the perspectives, expertise and direction your family needs.

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Fred Bohlander

Founder, Managing Partner
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Fred Bohlander

Founder, Managing Partner


Experience

  • 30+ Years Industry Experience
  • Branch Manager, Wells Fargo Advisors Financial Network
  • Branch Manager, Raymond James Financial Services

Education

  • University of Maryland, BBA, Business

Licenses, Designations, Memberships

  • Fred held the Certified Financial Planner™ - CFP® from 1993 to 2023.

Personal

Fred residences in Sarasota, Florida where he lives with his wife Ann of 30+ years and their rescue dog.

Brian Salcetti, CIMA®, AIF® Photo
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Brian Salcetti, CIMA®, AIF®

CEO, Managing Partner
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Brian Salcetti, CIMA®, AIF®

CEO, Managing Partner

 

Experience

  • 20+ 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
  • Bethesda Magazine - Top Financial Professionals - 2022, 2023
  • Five Star Wealth Manager - 2016-2023
  • Forbes Best-in-State Wealth Advisor - 2021, 2023
  • 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
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Andrew Salcetti

Partner, Chief Compliance & Operations Officer
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Andrew Salcetti

Partner, Chief Compliance & Operations Officer

Experience

  • 14+ Years of Industry Experience
  • Fidelity Investments, Client Director in Fidelity Family Office Services
  • Siharum Advisors, LLC, Director of Client Services

Education

  • Boston College, Carroll School of Management, MBA
  • Boston University, Questrom School of Business, Program for Financial Planning
  • Wake Forest University, Calloway School of Business, Major: Finance

Personal

Resides in Newton, MA with his wife, Susie, daughters Maggie and Nora, and rescue dog, “Kona.” Likes to travel, watch and play sports, and eat good food.

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Daniel Christenson

VP, Wealth Advisor
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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
William B. Bruno, J.D. Photo
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William B. Bruno, J.D.

VP, Financial Planner and Sustainable Investing


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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.

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James DeCosta

VP, Wealth Advisor
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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!
Blake Millard, CFA® Photo
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Blake Millard, CFA®

VP, Director of Investments


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Blake Millard, CFA

VP, Director of Investments

 Experience

  •  13+ 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
Julie Bonvillain, CFP®, CDFA® Photo
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Julie Bonvillain, CFP®, CDFA®

VP, Director of Financial Planning


Julie Bonvillain, CFP®, CDFA®

VP, Director of Financial Planning


Experience

  • 14+ 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 Boxer pup (Vonnie). She has four grown children, two boys and two girls. Enjoys hiking, biking 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. 

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    Karen Conway

    Business Development Associate
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    Karen Conway

    Business Development Officer


    Karen is the owner of a Sales and Marketing Consulting firm focused on solutions for businesses. With over 20 years experience, she specializes in working with companies that help families find resources and placement in the senior housing and assisted living industry. As a US Navy Veteran, Karen has a personal interest in assisting veterans and their families.

    Education and Experience

    • Pittsburgh Technical Institute - Travel and Tourism
    • Skaggit Valley College - BA -Business Administration
    • United States Navy
    • Advisory Board Member for Care Changes, Inc. A National Referral Placement

    Service

    • National Patient Advocacy Foundation - Volunteer Advocate

    Personal

    Karen resides in Orlando, Florida. She dedicates her time to being a volunteer patient advocate, has a passion for travel and also owns her own Travel Agency.

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    Regan Grant

    Client Service Associate
    Regan Grant

    Regan Grant

    Client Service Associate


    Experience

    • Post Closing Specialist, Americas Settlement Company
    • Account Executive, Newday USA
    • Inside Sales Coordinator, the Bob and Ronna Group

    Education

    • Ball State University, BFA, Theatre- Acting

    Personal

    • Regan resides in Fulton, Maryland with her poodle Frankie.
    • She loves to crochet and go camping.