Contact
Contact

Awards and Recognition:

  • John Yetman: Five Star Wealth Manager 2015–2016, 2022–2023

Community Involvement:

John is Co-Chair of The House for Youth Golf Tournament. The team supports the DC Food Bank and Opportunities International.

About Us

Our team provides personalized, one-on-one guidance with elevated service and deep financial expertise.

Approach Highlights:

  • Personalized, one-on-one advice
  • Strategic collaboration with your CPA and attorney
  • Regular reviews to stay aligned with your goals
  • Anytime access to your accounts and digital tools

Office Locations and Contact:

Our Team

Forbes-Recognized Wealth Management Team

A leadership team with 72+ years of combined experience serving business owners and high-net-worth families

We are an independent financial services network committed to putting clients first. Our experienced team offers investment management, retirement planning, estate strategies, and holistic financial guidance, always free from corporate or shareholder influence. We deliver personalized, ethical advice tailored to your goals and challenges at every stage of your financial journey

John Yetman, CIMA ®

— Managing Partner, Private Wealth

With more than 40 years of experience, John specializes in executive compensation, tax planning, and estate strategies. He is a CIMA® certified professional and University of Maryland graduate, and his team earned Forbes Best-in-State recognition. John supports multiple charities, enjoys family time, historical books, walking his dogs, and playing music.

Manish Mukhi, APMA ™

— Managing Partner, Private Wealth

Manish brings 29 years of experience in investment management and retirement planning. An APMA™ certified advisor and James Madison University graduate. He volunteers with local nonprofits and lives in Northern Virginia with his wife and three children.

Craig Freund, CFP®

— Founding Partner, Upstream Investment Partners

Craig co-founded Upstream Investment Partners to create a client-first environment free from corporate pressure. With 30+ years in financial services, he earned his CFP® in 2002 and led national strategic goals as Regional Director for major firms. A UW-Whitewater finance graduate, Craig enjoys weightlifting, fishing, and golf with his wife Tracy and two sons.

Jonathan Holmes

— Founding Partner, Upstream Investment Partners

Jon co-founded Upstream Investment Partners in 2010 after starting his career in 1992. A consistent top performer in recruiting and revenue growth, his branches were recognized among the largest money managers in San Antonio and Austin. A fifth-generation Texan and Southwestern University graduate, Jon enjoys saltwater fishing, bird hunting, and tropical travel.

Steve Belloli, AAMS®, AIF®

— Founding Partner, Upstream Investment Partners

Steve co-founded Upstream following a distinguished career starting in 1992. A Michigan State University graduate and former varsity soccer player, he led underperforming regions to top-three status and was named Elite Regional Director. He holds AAMS® and AIF® designations and enjoys mentoring, golf, and outdoor activities with his family.

Sherrye Bussell

— Operations Manager

Sherrye provides executive-level support with 15+ years’ experience across corporate and nonprofit environments. She excels at managing complex calendars, coordinating events, and maintaining operational efficiency and confidentiality. Known for her proactive approach, Sherrye ensures smooth operations for senior leadership in financial services and private law firms.
Forbes Best-in-State recognition award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2024 and 2025 Wealth Managers.

John Yetman, CIMA ®

— Managing Partner, Private Wealth

With more than 40 years of experience, John specializes in executive compensation, tax planning, and estate strategies. He is a CIMA® certified professional and University of Maryland graduate, and his team earned Forbes Best-in-State recognition. John supports multiple charities, enjoys family time, historical books, walking his dogs, and playing music.

Manish Mukhi, APMA ™

— Managing Partner, Private Wealth

Manish brings 29 years of experience in investment management and retirement planning. An APMA™ certified advisor and James Madison University graduate. He volunteers with local nonprofits and lives in Northern Virginia with his wife and three children.

Craig Freund, CFP®

— Founding Partner, Upstream Investment Partners

Craig co-founded Upstream Investment Partners to create a client-first environment free from corporate pressure. With 30+ years in financial services, he earned his CFP® in 2002 and led national strategic goals as Regional Director for major firms. A UW-Whitewater finance graduate, Craig enjoys weightlifting, fishing, and golf with his wife Tracy and two sons.

Jonathan Holmes

— Founding Partner, Upstream Investment Partners

Jon co-founded Upstream Investment Partners in 2010 after starting his career in 1992. A consistent top performer in recruiting and revenue growth, his branches were recognized among the largest money managers in San Antonio and Austin. A fifth-generation Texan and Southwestern University graduate, Jon enjoys saltwater fishing, bird hunting, and tropical travel.

Steve Belloli, AAMS®, AIF®

— Founding Partner, Upstream Investment Partners

Steve co-founded Upstream following a distinguished career starting in 1992. A Michigan State University graduate and former varsity soccer player, he led underperforming regions to top-three status and was named Elite Regional Director. He holds AAMS® and AIF® designations and enjoys mentoring, golf, and outdoor activities with his family.

Sherrye Bussell

— Operations Manager

Sherrye provides executive-level support with 15+ years’ experience across corporate and nonprofit environments. She excels at managing complex calendars, coordinating events, and maintaining operational efficiency and confidentiality. Known for her proactive approach, Sherrye ensures smooth operations for senior leadership in financial services and private law firms.

Forbes Best-in-State recognition award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2024 and 2025 Wealth Managers.