Ayesha Yasin, CRPC®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

202-661-9539
Email |

Alizeh Afzal

Financial Advisor

786-582-2743

Stephanie Hernandez

Sales Assistant 2

301-907-2724

JoAnne Desjardins

Associate, Business Senior

202-661-9521

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Dean Deutz, CFP®

Echelon Wealth Strategist


Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist


Yaron Ben-Yohanan

Corporate & Executive Services