Meet The Team

For over 30 years, Peter has provided financial advice to some of Washington, DC’s top attorneys. Through this experience, Peter has continually refined his understanding of the unique challenges and opportunities these busy professionals face. Peter was originally drawn to this specialty field through a natural entrepreneurial spirit and a personal interest in the law. The son of an attorney, Peter observed firsthand his father’s commitment to his clients. The exposure to the demands of a legal practice gave him an appreciation for the needs of those working in the field.

As a Certified Financial Planner™ Professional (CFP), Peter not only assists clients with developing plans, he also works with them to ensure the successful implementation of the investment, insurance, and other strategies required to see the plans come to fruition.

Since the start if his career in 1987, Peter has been active in professional and charitable organizations and served in corporate advisory roles. Active on the MassMutual Advisors Association for many years, Peter served as Chairman of the Wealth Management Committee from 2016 – 2018. Peter served as President of the Helping Hands Society (HHS) of Greater Washington – a charitable foundation supported by members of the financial services professions from 2015 – 2018. Past board service has included Big Brothers/Big Sisters, Hope for Henry and Health in Harmony. Peter was honored as the 2019 recipient of The Legacy Award given by NAIFA-GW in recognition of high standards of professional conduct and service to their community.

Outside of work, Peter travels extensively and enjoys experiencing different cultures, foods, and places. Peter is a regular blood donor and a passionate advocate for this cause. He and his wife Lisa reside in Bethesda, Maryland with their two daughters.

Licensed and registered to offer products and services in AK, AZ, CA, CO, CT, DE, DC, FL, IL, MD, MA, MI, MO, NJ, NM, NY, NC, OH, PA, TX, VA, WA, WI. Peter Glassman, CA Insurance License #0C26412. Licenses and registrations will vary. Domiciled in MD.

Colin started his career in financial services with MassMutual in 2004 after working in the telecommunications industry. He co-founded a financial services firm, Veritas Financial, in 2013 where he continued to grow his practice and serve his clients using fee-based financial planning, the majority of which are business owners and executives. In 2019, together with Peter Glassman, he formed Wealth Insight Partners, a boutique wealth management firm focused on smart and discerning clients who value a customized client experience.

Colin is a graduate of the University of Massachusetts, Amherst. He is a Certified Financial Planner™ Professional (CFP) and holds the Certified Family Business Specialist (CFBS) designation. For several years, Colin has been awarded Washingtonian Magazine’s distinction as one of the area’s Best Financial Advisors. In addition, he was awarded one of Bethesda Magazine’s Top Financial Professionals in 2022. Colin is currently President of the MassMutual Advisors Association, a volunteer position representing the over 7500 financial advisors that are part MassMutual Financial Advisors. He is also a member of the CFP Board, Finseca and NAIFA – all industry organizations that help promote and advocate for the work that Colin does with his clients.

He is actively involved in Leadership Greater Washington (Class of 2014), and is a past member of EODC, the Entrepreneurs Organization for business owners in the DC area, where he was a board member. Colin currently serves on a non-profit board for Alternative Paths Training School, a school that focuses on children with developmental disabilities, is a member of the admissions committee at Congressional Country Club, and was a board member and board chair for For Love Of Children (FLOC), which provides after school programs for underprivileged children.

Outside of work, Colin is an avid automobile racer, CrossFitter, golfer and a big fan of live music and sporting events. He resides in Bethesda, MD, with his wife, Suzanne (who joined Wealth Insight Partners in 2018 to support with business operations and strategy), and their three children, Jackie (13), Sean (11), and Charlie (8).

Licensed and registered to offer products and services in CA, CO, DC, FL, GA, HI, LA, MD, MA, MO, MT, NJ, NY, OR, PA, RI, TN, TX, VA. CA Insurance License #0H43551. Licenses and registrations will vary. Domiciled in MD.

Prior to joining Wealth Insight Partners, Suzanne spent nearly twenty years as Senior Director at The Advisory Board, a firm that provides consulting, technology and best practice research to hospitals. She specialized in the revenue cycle division helping hospital executives improve patient access processes and overall revenue cycle operations.

In 2018, she decided to join her husband, Colin, in his financial planning practice. This was a conscious decision to channel her time, effort and energy into the family business. A business built on the foundation of helping people.

Suzanne earned her BS in Marketing and International Business from the University of Virginia’s McIntire School of Commerce. Over the last two decades, she has served on multiple boards including Washington Latin Public Charter School and Blue Igloo Playgroup, a non-profit playgroup in Georgetown for children prior to entering preschool.

As a mother of three and lover of ballet, in her free time, she enjoys an occasional game of tennis and spending time with her family.

Mark was born and raised in New Jersey and has a BS in Biology from Dickinson College. He is a Certified Financial Planner™ with a decade of experience in the financial services industry. His background includes experience in Banking, Wealth Management, and Financial Planning.

As Director – Financial Planning, he uses his knowledge, experience, and analytical skills to thoroughly review the entire fiscal landscape for our clients. He enjoys helping individuals and families navigate through their financial life. His attention to detail and broad knowledge of tax, insurance, financial plan modelling, retirement planning, and estate planning helps him bring strategy and clarity to managing wealth for our clients.

Mark currently lives in Washington, DC with his wife and two daughters. In his free time, he enjoys spending time with family, biking, basketball, and golf. He is also an avid fan of the New York Giants.

Jim, Financial Advisor, learned about saving and investments from a young age, and has always been mesmerized by the stock market.

Jim earned an engineering degree from Bucknell University. Jim began his career in project management. He became a financial advisor in 2007. He and his wife Denise have three sons, William, Matthew and Jason. Jim is a member of Vienna Presbyterian Church and is active in the Christian Businessmen’s Connection (CBMC). On nights and weekends, he will most likely be found with his family on a ball field – playing, coaching, or watching any number of sports.

He holds Series 6, 7, 63, and 65 registrations with FINRA. He is licensed to sell securities in AL, CA, CO, DC, IL, IN, LA, MD, MN, MS, NC, NY, OK, PA, VA, WA, WV and to sell life and health insurance in DC, IL, LA, MD, NY, OH, PA, VA, and VT.

Domiciled in VA.

Dan was born and raised in St. Louis, Missouri. He obtained his BS in Finance from The University of Tennessee-Martin and currently holds his Chartered Retirement Planning Counselor®, CRPC®, and Certified Investment Management Analyst®, CIMA®, certifications.

Dan has over 10 years of experience in the financial services industry; including portfolio management, client services, and financial advisor. He is a licensed professional, holding the Series 7 and Series 66.

Dan lives in St. Louis with his wife, Paige, and their three children, Charlotte, Kendall, and Harrison. In his free time, Dan enjoys traveling with his family, playing tennis, and exploring local restaurants and cafes.

Maria was born and raised in Bogota, Colombia. She completed her undergraduate studies in Business Administration and Economics at Florida International University where she was honored with the Economics Academic Achievement Award for her academic performance. Maria also has a Master’s Degree in Business Administration with an emphasis in International Business from the University of Miami; she graduated class Valedictorian in 2010. In 2022, while working full time with Wealth Insight Partners, she received her Masters in Finance with a concentration in Investments from Florida International University.

Maria has over 15 years of experience in the financial services industry; including banking, wealth management and client services. She is a licensed professional, holding the Series 7, Series 63 and Series 66.

Maria lives in South Florida with her husband David and her two children Sebastian and Victoria. In her free time, Maria enjoys spending time with her family, cooking complicated French recipes, and travelling back to her native Colombia to see her extended family.

Meghan was born and raised in California and earned a Bachelor of Science in Graphic Communication from California Polytechnic State University, San Luis Obispo. With a background spanning client management, commercial real estate, financial services, and recruiting, Meghan brings a wealth of experience and a client-first mentality to her role as Client Engagement Associate.

Now living in Washington, D.C. with her boyfriend Bennett and their dog Zander, Meghan enjoys weekend hikes in Rock Creek Park with Zander and friends, attending Pilates classes, trying new restaurants, enjoying a sunny afternoon reading in the park, or taking day trips to explore nearby towns.

Frank has over 15 years in the financial services industry and has obtained his Certified Financial Planner™ designation. His background includes experience in institutional asset management, private wealth, and financial planning.

As Director- Financial Planning, Frank helps clients construct and implement a financial plan that is specific to their unique circumstances and objectives. By helping navigate through the intricacies of their financial lives, Frank works with clients to set the course toward their long-term financial goals.

Frank received his BS in finance and MBA from the University of Connecticut. He currently lives in Simsbury, CT with his wife, son, and cockapoo. Outside of work, you can find Frank exploring New England with his family, hiking, or catching a live show.

Kelli joins Wealth Insight Partners with a decade of experience in the finance industry. Kelli began her journey with another large financial services company, serving in a variety of roles including, Director of Recruitment for four offices in upstate New York, Operations Manager for an advisor and his team, and finally, as the Director of Insurance Operations. In that role, she took pride in assisting clients and staff with the ever-evolving technology in the financial services industry to aid in streamlining the process for clients and staff.

Kelli leveraged her previous experiences to help a woman-owned practice improve their ability to create and deliver a seamless approach to client success. Prior to working in finance, Kelli gained unique experience in social services, where she helped a diverse group of emotionally and behaviorally challenged adolescents and their families. In addition, she served as the Director of the Youth Adventure and Leadership program, aimed at keeping kids away from drugs and violence. Kelli holds an Associate’s Degree in Criminal Justice and a Bachelor’s Degree in Social Science with a concentration in Education and Psychology.

Natives of upstate New York, Kelli, and her significant other, Kevin currently live with Kelli’s daughter, Jailyn. Not only does Kelli love coaching Jailyn’s basketball team, but she also enjoys sitting in the bleachers cheering on the entire team. If it’s not basketball she is coaching, she can also be found volunteering for Jailyn’s school events and field trips.

Kelli founded a nonprofit in 2013, NorthEast Pit Rescue & Sanctuary, Inc. Kelli and her family actively rescue animals in need, concentrating on bully breeds. Not only does she rescue these animals, but she also provides all the necessary care, including rehab. She began this rescue to raise awareness about these often-misunderstood breeds, and to provide proper education and support to the community.

Through our relationship with First Financial Group, we have access to specialists and resources, including Frank Maguire. Frank is a native of Northern Virginia, and began his financial services career in 2002, working as an agent for Massachusetts Mutual Life Insurance Company.

A graduate of James Madison University, Frank received a degree in English and holds Series 7, 66, and 24 with FINRA. He is licensed to sell securities in all 50 states, DC, PR and USVI.

Frank enjoys reading, music, home improvement and woodworking projects. He lives in Ashburn, Virginia, with his wife, their two daughters, and two dogs.

Frank Maguire is a registered principal and investment advisor representative of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory Office: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814. Frank is not an employee of Wealth Insight Partners, he is employed by First Financial Group.