Our Team of Certified Financial Planners™

Stacey Berson, CFP®

Senior Advisor Associate

Stacey joined the firm in 2018 as a Senior Advisor...

Alia Wagenhoffer, CFP®

VP, Technology & Best Practices

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...

Jack Swikart, CFP®

Senior Advisor Associate

Jack joined the firm in 2019 and serves as a...

Bryan Stretton, CFP®

Senior Advisor Associate

Bryan joined the firm in 2015 and works as a...

Karl Stiegmann, CFP®

Advisor Associate

Karl joined the firm in 2017 following an internship program...

Uliana Rymar, CFP®

Senior Advisor Associate

Uliana joined the firm in 2018 as a Senior Advisor...

Grant Ruder, CFP®

Senior Vice President

Grant Ruder, CFP® is a Senior Vice President of Wealthspire...

Crystal Wipperfurth, CFP®, CRPC®

Vice President

Crystal has been in the financial services industry since 2011...

Emily Platt, CFP®

Associate, Investments

Emily joined the firm as a client associate in 2017...

Wendy Peperkorn, CFP®

Vice President

Wendy joined the firm in 2018, bringing with her over...

Marilyn S. Napoli, CFP®

Senior Vice President

Marilyn Napoli joined the firm after a long and successful...

Jill Lizzi, CFP®

Senior Vice President

Jill has been working closely with affluent families for over...

Chris Kiessling, CFP®

Vice President

Chris joined the firm in 2015 through the acquisition of...

Gail Harris, CFP®, CIMA®

Senior Vice President

Gail serves as an advisor, working with clients to develop,...

Eran Goudes, CFA®, CFP®

Vice President

Eran Goudes joined the firm in 2018 and has nearly...

Zachary Gering, CFP®

Senior Vice President

Zachary joined the firm in 2012 and serves as an...

Anora Gaudiano, CFP®

Senior Advisor Associate

Anora joined the firm in 2018 as a Senior Advisor...

Robin Dobbs, CFP®

Senior Vice President

Robin joined the firm in 2015 through the acquisition of...

Scott Dillie, CFP®

Vice President

Scott Dillie joined the firm in 2017 following three years...

Jay Czarapata, CFP®, CRPS®

Senior Vice President

Jay has been with the firm since 2011. He specializes...

Kevin Couper, CFP®

Senior Vice President

Kevin joined the firm in 2014 and serves as an...

Kevin Brady, CFP®

Senior Advisor Associate

Kevin joined the firm in 2018 as a Senior Advisor...

Yoni Berhane, CFP®

Senior Advisor Associate

Jonathan joined the firm in 2016 with a strong background...

Kevin Smith, CFP®

Vice President

Kevin Smith joined the firm in 2018 and has over...

Myka Koenen, CFP®

Senior Advisor Associate

Myka joined the firm in 2015 through the acquisition of...

Razi Hecht, CFP®

Vice President

Razi joined the firm in 2015 through the acquisition of...

Tim Hughes, CFP®

Managing Director

Tim Hughes has been with the firm since 2007, originally...

Laura Barry, CFP®

Senior Vice President

Laura joined the firm in 2004 as an experienced advisor...

Jay Frank, CFP®, CLU, ChFC®

Senior Vice President

Jay has been helping individuals and businesses with their planning...

Max Meltzer, CFP®

Senior Vice President

Max joined the firm in 2015 through the acquisition of...

Jennifer Moss, CPA, CFP®

Senior Advisor Associate

Jennifer joined the firm in 2017 with a background in...

Christopher Owens, CFP®

Senior Advisor Associate

Chris joined the firm in 2017, bringing with him a...

Lauren P. Martin, CFP®

Senior Vice President

Lauren joined the firm’s Philadelphia office in 2017 as a...

Bill Schwartz, CPA, CFP®

Managing Director

Mr. Schwartz is a Managing Director in the Rockville, MD...

John Wolff, CFP®, AIF®, CLU, ChFC

Managing Director

John and his team joined the firm in 2017 after...

Michèle Walthert, CFP®, CRPC®

Senior Vice President

Michele joined the firm in 2011 and currently serves as...

Brion Collins, CFP®, CLU, ChFC®

Managing Director

Brion has a passion for changing lives that he brings...

Kelly L. Baumbach, CFP®, CEPA

Managing Director

Ms. Baumbach, managing director, has been with the firm since...

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