People

Candace Lee, CFP®, EA

Candace Lee, CFP®, EA

Candace’s approach to working with clients is very personal. Getting to know a family and listening to their unique stories allows her to build a stronger relationship and deeper understanding…

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Dana Sippel, CFP®, CPA/PFS

Dana Sippel, CFP®, CPA/PFS, AEP

When it comes to sailing, it is essential to always make sure all of the lines are secured. They need to be checked, double checked, even triple checked, to ensure…

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Laura Cheplak

Laura Cheplak

Laura Cheplak brings a unique perspective to Glassman Wealth Services with almost two decades of operations experience in the nonprofit arena. Previously the Chief Operating Officer of an international organization…

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Eric Dunner, J.D., CFP®

Eric applies his passion for learning and problem solving in his role as a Principal and a Client Advisor at Glassman Wealth. For Eric, an important aspect of solving problems…

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Lindsay Shetterly, CIMA®, CES™

Lindsay Shetterly, CIMA®, CES™

Lindsay Shetterly (formerly Garland) is a passionate advocate for clients and this quality transcends every aspect of her role as a Principal and a Client Advisor for Glassman Wealth. For…

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Travis Russell, CFP®

Travis Russell, CFP®, employs many of the disciplines of success that he learned  as a Division 1 hockey player – namely, persistence, practice, and a having passion for what you…

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Barry Glassman, CFP

Barry Glassman, CFP®

Barry Glassman is the founder and president of Glassman Wealth Services®, LLC. His vision for starting GWS was to deliver investment strategies and wealth management services typically available at the…

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