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...
Greg Friedman, MS, CFP®
Chief Strategy Officer
Greg Friedman is the Chief Strategy Officer of Wealthspire Advisors...
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 Branton is a Senior Vice President and Advisor in...
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 Advisor based...
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...
Justin deTray, CFP®
Managing Director
Justin deTray is a Managing Director and Advisor in the...
Sarah Wotherspoon, MS, CFP®, CDFA®
Managing Director
Sarah Wotherspoon is a Managing Director and Advisor in the...
John F. Thiel, MBA, CFP®
Assistant Vice President
John Thiel is an Advisor in the San Rafael office....
Stephen Kepler, CFP®, CDFA®
Senior 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...
Jared Costigan, CFP®
Advisor Associate
Jared joined the firm in 2021 and serves as an...
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
Amy has served as an advisor with the firm since...
Benjamin D. Kille, CFP®, CIMA®, AIF®
Managing Director
Ben brings over 30 years of experience in the financial...
Alex DeAlmeida, CFP®️
Assistant Vice President
As an advisor, Alex works closely with clients leveraging his...
Simi Dhall, CFP®
Senior Vice President
Simi brings 15 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
Working with clients collaboratively, Allaire designs financial plans that encompass...
Casey Riviezzo, CFP®
Senior Advisor Associate
Supporting the team of advisors in one of our New...
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,...
Megan John, CFP®
Client Service Associate
Megan serves as a Client Service Associate in our New...
Emily Herrup, CFP®
Senior Advisor Associate
Emily is a senior advisor associate in our New York...
Dominick Matteo, CFP®
Advisor Associate
Dominick serves as an advisor associate in our New York...
Jennifer Giemza, CFP®
Vice President
Jenny serves as an Advisor and is based in the...
Tatiana Vinogradov, 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®
Assistant Vice President
Katharine joined the firm’s Reston, VA office in 2020 after...
Stephanie Forrester, CFP®, AIF®
Assistant Vice President
Stephanie currently serves as an advisor in our Madison, WI...
Stephanie Carmel, CFP®, CDFA®, MBA
Senior Advisor Associate
Stephanie serves as a senior advisor associate in the firm’s...
Uliana Rymar, CFP®
Assistant Vice President
Uliana joined the firm in 2018 and serves as an...
Stacey Rosenson, CFP®
Vice President
Stacey joined the firm in 2018 and serves as an...
Alia Wagenhoffer, CFP®
SVP, Advisory Technology
Alia Wagenhoffer joined the firm in 2015 through the acquisition...
Natalie Truty, CFP®
Vice President
Natalie joined the firm in 2015 and serves as an...
Andrew S. Weissman, J.D., CFP®
Vice President, Senior Wealth Advisor
Andy is a Certified Financial Planner™ professional who excels at...
Michael Tyler, CFP®
Assistant Vice President
Michael joined the firm in 2017 as an advisor associate...
Bryan Stretton, CFP®
Assistant Vice President
Bryan joined the firm in 2015 and works as an...
Karl Stiegmann, CFP®
Assistant Vice President
Karl joined the firm in 2017 following an internship program...
Grant Ruder, CFP®
Managing Director
Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors...
Crystal Cox, CFP®, CRPC®
Senior Vice President
Crystal has been in the financial services industry since 2011...
Emily Platt, CFP®
Senior Associate, Investments
Emily joined the firm as a client associate in 2017...
Marilyn S. Napoli, CFP®
Senior Vice President
Marilyn Napoli joined the firm after a long and successful...
Chris Kiessling, CFP®, BFA™
Senior Vice President
Chris has been with the firm and its predecessors since...
Still looking for answers?
Reach out to us to get answers for any other questions you may have.
