Bobby Moyer, CFA®, CFP®, CAIA®
Senior Vice President
Bobby joined the team through the acquisition of ACG Wealth...
Sandy Wiggins, CFP®, AIF®
Managing Director
Sandy and his team joined Wealthspire through the acquisition of...
Chris Jennings, CFP®
Vice President
Joining the team in 2023 through the acquisition of Heron...
Amanda Phillips-DeSaverio, CFP®
Vice President
Amanda serves as a financial advisor in our Denver, CO...
Brian Loy, CFA®, CFP®
Senior Vice President
Brian believes in living life on purpose, rather than “just...
Michael Lawrence, CFP®, CPWA®, AIF®
Assistant Vice President
Michael serves as an Assistant Vice President and Advisor in...
Lisa Graham, CFP®
Assistant Vice President
Lisa joined the Seattle team as an Assistant Vice President...
Pietro Messina, CFP®
Assistant Vice President
Pietro serves as an advisor in one of our New...
Karyn Tylicki, CFP®
Senior Client Service Associate
Karyn is a Senior Client Service Associate in the Milwaukee...
Max Kortegast, CFP®
Senior Advisor Associate
Max is a Senior Advisor Associate based in the firm’s...
Nick Bussard, CFP®
Senior Advisor Associate
Nick Bussard is a Senior Advisor Associate based in the...
Amanda Fox, MBA, CFP®
Vice President
Amanda Fox is a Vice President and Advisor in the...
Kevin Gahagan, CFP®, CIMA®, CEP, CIMC
Managing Director
Kevin Gahagan is a Managing Director and financial advisor at...
Chip Pyfer, JD, CFP®, CIMA®, CPWA®
Managing Director
Chip Pyfer is a Managing Director and Advisor in the...
Steve Branton, CFP®, CPCC®
Senior Vice President
Steve’s mission is to serve clients as their key thought...
Tim Talbott, MA, CFP®
Senior Advisor Associate
Tim Talbott is a Senior Advisor Associate in the San...
Julie Penwell, CFP®
Assistant Vice President
Julie Penwell is an Assistant Vice President and financial advisor...
Julie A. Back, CFP®
Senior Vice President
Julie Back is a Senior Vice President and Financial Advisor...
Bill Bockwoldt, MBA, CFP®, CEPA®
Senior Vice President
Bill Bockwoldt is a Senior Vice President and Advisor in...
Sarah Wotherspoon, MS, CFP®, CDFA®
Managing Director
Sarah Wotherspoon is a Managing Director and Advisor in the...
Justin deTray, CFP®
Managing Director
Justin deTray is a Managing Director and Advisor in the...
John F. Thiel, MBA, CFP®
Assistant Vice President
John Thiel is an Assistant Vice President and Advisor in...
Stephen Kepler, CFP®, CDFA®
Vice President
Stephen Kepler is a Vice President and Advisor in the...
B. Kelly Keydel, CFP®, MBA, CDFA®
Managing Director
Kelly Keydel is a Managing Director and Financial Advisor based...
M. Zach Mangels, MSFP, CFP®
Senior Vice President
Zach Mangels is a Senior Vice President and Financial Advisor...
Marc E. Austin, CFP®, CPA
Senior Vice President
Marc joined the Wealthspire team through the acquisition of Private...
Amy Miller, CFP®, CDFA®
Senior Vice President
As a financial advisor, Amy serves a wide range of...
Benjamin D. Kille, CFP®, CIMA®, AIF®
Managing Director
Ben brings over 30 years of experience in the financial...
Simi Dhall, CFP®
Senior Vice President
Simi brings 20 years of experience working with clients and...
Thomas J. Kavanagh, CFP®, CPWA®️
Senior Vice President
Tom works extensively with our wealth advisors and clients on...
Allaire Langdon, CFP®
Vice President
As a Financial Advisor in our Palm Beach Gardens office,...
Maddy Bowles, CFP®
Assistant Vice President
Maddy serves as an Assistant Vice President and advisor in...
Matthew Moser, CFP®
Advisor Associate
As an advisor associate in one of our New York...
Casey Riviezzo, CFP®
Assistant Vice President
Based in one of our New York City offices, Casey...
Richard P. Van Benschoten, CFP®
Executive Vice President, Business Development
Rick currently serves as Executive Vice President, Business Development, and...
Samuel Fishelberg, CFP®
Vice President
Working with clients collaboratively, Sam designs financial plans that encompass...
Andrew Ark, CFP®, CIMA®
Assistant Vice President
As an advisor, Andrew works closely with clients to design,...
Benjamin Sullivan, CFP®
Advisor Associate
Ben is an advisor associate in our New York office,...
Jake Obringer, CFP®
Advisor Associate
Jake serves as an advisor associate in our Reston, VA...
Megan John, CFP®
Assistant Vice President, Client Service
Megan serves as an Assistant Vice President, Client Service in...
Ryan Jordan, CFP®
Senior Advisor Associate
Ryan is a senior advisor associate in the firm’s Potomac...
Dominick Matteo, CFP®
Senior Advisor Associate
Dominick serves as a senior advisor associate in our New...
Jennifer Giemza, CFP®
Senior Vice President
Jenny serves as an Advisor and is based in the...
Joshua Shoshan, CFP®, APMA™, CEPA
Senior Vice President
Josh is an Advisor in our New York office, where...
Samia L. Clookie (née Reed), CFP®, FPQP™
Senior Advisor Associate
Samia is a Senior Advisor Associate in the firm’s Annapolis,...
Tatiana Dadykina, CFP®, CDFA®, AIF®
Assistant Vice President
Tatiana is an advisor based in our Annapolis, Maryland office....
Luke Smith, CFP®, AIF®
Assistant Vice President
Luke is a CFP® professional and Advisor in our Salisbury,...
Erik A. Szabocsik, CFP®
Assistant Vice President
Erik joined the team in 2020 through the acquisition of...
Charles G. Walker, CFP®, AIF®
Senior Vice President
Charlie joined Wealthspire Advisors as part of the legacy StratWealth...
Edward C. von Lange, CFP®, CPFA®, AIF®
Senior Vice President
Ed joined the firm in 2020 through the acquisition of...
Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®
Senior Vice President
Amanda has been in the financial services industry since 2010...
Kimberly S. Magaha, CFP®, AIF®
Senior Vice President
Kim joined Wealthspire in 2020 along with her previous firm,...
Joseph P. Garrison, CFP®, AIF®
Managing Director
Joe Garrison is a Managing Director and Advisor in the...
James M. Griesser, CFP®, AIF®
Managing Director
Jim joined the firm as a Managing Director and Advisor...
Gary P. Desjardins, CFP®, AIF®, CEP
Managing Director
Gary is a managing director and advisor based in Wealthspire’s...
Jennine Ramsey LaCroix, CFP®, MBA, AIF®
Managing Director
Jennine serves as a Managing Director at Wealthspire. Her passion...
James K. Eichelberger, CFP®, AIF®
Managing Director
Jay joined the Wealthspire team in 2020 after his extensive...
Katharine Schelhorn, CFP®
Vice President
Katharine joined the firm’s Reston, VA office in 2020 after...
Stephanie Forrester, CFP®, ChSNC®, AIF®
Assistant Vice President
Stephanie currently serves as an advisor in our Madison, WI...
Stephanie Carmel, CFP®, CDFA®, MBA
Assistant Vice President
Stephanie serves as an Assistant Vice President and advisor in...
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
