Our Team

The Managing Partners of Liberty Wealth Management, LLC have provided investment guidance to individual investors as well as local business owners in the Washington, D.C. metro area for years.

 

Our partners and staff draw upon their extensive and diverse experiences in all sectors of the financial services industry to offer a comprehensive array of investment services and insurance products to both our personal and corporate clientele.

 

Eric S. Felsenfeld is a Managing Partner of Liberty Wealth Management. He was raised in Olney, MD and has worked extensively in the field of financial management since 2002 when he started with Morgan Stanley. In 2005 he joined TD Ameritrade.

Eric lives in Potomac, MD with his wife and daughter. Eric's hobbies include spending time with his wife and daughter, traveling, and working out.

Eric is a 2001 graduate of Indiana University, with a BS from the Kelley School of Business.

 

William R. Young is a Managing Partner of Liberty Wealth Management. He was born and raised in Pasadena, MD and has worked extensively in the field of financial management since 2004, when he started with Ameriprise Financial.

Bill lives in Baltimore, MD with his Parson Russell Terrier. Bill's hobbies include spending time with his family and twin nieces, surfing, weightlifting and trying new restaurants in his travels.

Bill is a 1999 graduate of Towson University, earning a Bachelor's of Science. 

 

Thad Bisselle is a Managing Partner at Liberty Wealth Management and graduated from North Carolina State University with a degree in Business Management. He enjoys being a portfolio manager, assisting clients with current and future financial and investment objectives. He has over 30 years of experience in the financial services industry.

Thad's hobbies include martial arts, weights and walking. He is a member of the Church of Redeemer.

 

Jennifer Kopp is the Operations Manager at Liberty Wealth Management and is relatively new to the field of finance. However, she has been applying her organizational and financial skills for years in her previous position as an Executive Pastry Chef. She graduated from Johnson & Wales University in Providence, RI, with an A.A.S Degree in Baking and Pastry Arts, and a Bachelors Degree in Food Service Management, summa cum laude. Jennifer enjoys spending time with her husband and family, and occasionally baking at home.

 

 

We're looking forward to using our experience to help you pursue your financial goals.