Bethesda, MD

HUB Retirement and Wealth Management

Dedicated to helping you and your organization get ready for tomorrow.

Contact Us

Quick Links

Office Address:

7700 Old Georgetown Road
Suite 630
Bethesda, MD 20814

Office Hours:

Monday
8:30 AM - 5:30 PM
Tuesday
8:30 AM - 5:30 PM
Wednesday
8:30 AM - 5:30 PM
Thursday
8:30 AM - 5:30 PM
Friday
8:30 AM - 5:30 PM

Office Contact:

(Main)
301-951-2642

How We Help

Plan for your workforce. Plan for your future.

Retirement

We help you attract and retain employees with innovative retirement plan solutions.

Learn more →

Private Wealth

Our mission is to help you define where you want to go and help you get there.
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Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes.
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Our Story

We are HUB Bethesda

At HUB Retirement and Private Wealth (RPW)– Bethesda, we offer an integrated approach to wealth management and retirement planning. While many firms specialize in either financial planning or investment management, we combine both services to provide you with a unified and comprehensive experience to bring you the financial confidence you deserve.

Joe DeNoyior

President of RPW · 4:12
Our Team

Expertise you can trust, from people who want to help.

Financial Consultants

Client Support

  • Alex Hsu, CPFA®, N(k)STM

    Alex Hsu, CPFA®, N(k)STM

    Client Relationship Manager

  • Cade Phillips, N(k)S , NQPC, CPFA®

    Cade Phillips, N(k)S , NQPC, CPFA®

    Senior Client Service Associate, Retirement Plans

  • Daniel Peacock, APMA

    Daniel Peacock, APMA

    Wealth Management Analyst

  • Diana Levin, AIF®

    Diana Levin, AIF®

    Senior Client Relationship Manager

  • Erik Bowen-Collinson, FPQP®

    Erik Bowen-Collinson, FPQP®

    Office & Operations Manager

  • Iris Vukmanovic

    Iris Vukmanovic

    Operations Associate

  • Jade Wilson, FPQP®

    Jade Wilson, FPQP®

    Senior Client Service Associate

  • Jenna Bredvik, CPFA®, N(k)S

    Jenna Bredvik, CPFA®, N(k)S

    Client Relationship Manager

  • Kate Nottage, CPFA®, N(k)S

    Kate Nottage, CPFA®, N(k)S

    Client Service Associate, Financial Wellness

  • Katherin Flores, CPFA®

    Katherin Flores, CPFA®

    Client Service Associate

  • Kevin Phillips, AIF®, CPFA®, CRPS®

    Kevin Phillips, AIF®, CPFA®, CRPS®

    Investment Consultant, Retirement Plans

  • Natalie Atabek

    Natalie Atabek

    Director of Client Integration

  • Olivia Nakkash Demissie, IACCP

    Olivia Nakkash Demissie, IACCP

    VP of Wealth Management

  • Parthiv Shah

    Parthiv Shah

    Financial Planning and Wealth Associate

  • Samantha Kaufman, CPFA®, ABFP

    Samantha Kaufman, CPFA®, ABFP

    Financial Wellness Coach

Upcoming Events

Take a look at upcoming events hosted by our firm.

JUL01
RETIREMENT RUNDOWNProtect Your Future: Safeguard Your Savings and Health in RetirementJuly 1 - October 5
View
OCT05
RETIREMENT RUNDOWNMaster Your Money Moves: Invest Smart and Catch Up with ConfidenceOctober 5 - December 31
View
DEC09
RETIREMENT EDUCATION WEBINARSInvesting Wisely – 5 Keys to a Balanced Retirement PortfolioDecember 9
View
SEP09
RETIREMENT EDUCATION WEBINARSBuilding Your Financial Legacy: Estate Planning, Rollovers, and Education SavingsSeptember 9
View
JUN10
RETIREMENT EDUCATION WEBINARSPlanning for Social Security and Healthcare Costs in RetirementJune 10
View
APR13
RETIREMENT RUNDOWNFind Your Number: How to Stay on Track and Grow Your Nest EggApril 13 - June 30
View
MAR11
RETIREMENT EDUCATION WEBINARSSmart Tax Strategies for Your Retirement Accounts Live WebinarMarch 11
View
JAN06
RETIREMENT RUNDOWNDesign Your Future: Build the Blueprint for Your Ideal RetirementJanuary 6 - April 5
View
DEC10
RETIREMENT EDUCATION WEBINARSEconomic Update Live WebinarDecember 10, 2025 @ 11:00 AM CST - 12:00 PM CST CST
View
DEC01
RETIREMENT RUNDOWN7 Common Beliefs About Retirement That Aren’t TrueDecember 1, 2025 - December 31, 2025
View
NOV01
RETIREMENT RUNDOWN9 Questions to Ask Yourself Before Retiring​November 1, 2025 - November 30, 2025
View
OCT01
RETIREMENT RUNDOWNHow to Find Old Retirement Accounts and Consolidate Them​October 1, 2025 - October 31, 2025
View
SEP18
BETHESDA, MDBeyond Benefits: Strategies for a Healthier, More Human WorkplaceSeptember 18, 2025 @ 8:30 AM CDT - 3:00 PM CDT EDTReimagine workplace well-being with top minds in HR, benefits, and culture. Gain fresh strategies, build powerful connections, and earn SHRM, CPE, and HRCI credits—…
View
SEP01
RETIREMENT RUNDOWN3 Big Risks You Might Face After Retiring ​September 1, 2025 - September 30, 2025
View
AUG01
RETIREMENT RUNDOWNThe Real Cost of Healthcare in Retirement and How to Prepare ​August 1, 2025 - August 31, 2025
View

Financial Insights

Make sense of your finances, one topic at a time

  1. NewslettersNewsletters HUB

    Reach for Retirement – Q4 2026

    Home / Insights / Newsletters / Q4 2026 4th Quarter 2026 Reach for Retirement Newsletter class="nls-circle-image" id="nls-dynamic-image" role="img" aria-label="Newsletter featured image" data-img="" Issue #1…

  2. FeaturedMarket Commentary

    Market Commentary: August 2026 Recap

    August brought a renewed rally in equities as strong technology earnings and optimism around AI helped lift markets, even as inflation concerns and rising…

  3. FeaturedMarket Commentary

    Market Commentary: July 2026 Recap

    July brought elevated volatility as geopolitical tensions, uncertainty around Federal Reserve policy, and concerns over whether AI-driven valuations and heavy capital spending could be…

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