Our Team of Certified Financial Planners™

Megan John, CFP®

Client Service Associate

Megan serves as a Client Service Associate in our New...

Emily Herrup, CFP®

Advisor Associate

Emily is an advisor associate in our New York office,...

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®

Senior Advisor Associate

Luke is a CFP® professional and Senior Advisor Associate in...

Erik A. Szabocsik, CFP®

Assistant Vice President

Erik joined the team in 2020 through the acquisition of...

Charles G. Walker, CFP®, AIF®

Vice President

Charlie joined Wealthspire Advisors as part of the legacy StratWealth...

Edward C. von Lange, CFP®, CPFA®, AIF®

Vice President

Ed joined the firm in 2020 through the acquisition of...

Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®

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®

Senior Vice President

Joe Garrison is an Advisor in the Maple Lawn, Annapolis,...

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 serves as an advisor in our Reston, VA office,...

Stephanie Forrester, CFP®, AIF®

Senior Advisor Associate

Stephanie currently serves as a Senior Advisor Associate in our...

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®

Assistant 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®

Senior Advisor Associate

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

Karl Stiegmann, CFP®

Senior Advisor Associate

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®

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...

Gail Harris, CFP®, CIMA®, CExP™

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 more...

Zachary Gering, CFP®

Senior Vice President

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

Anora Gaudiano, CFP®

Assistant Vice President

Anora joined the firm in 2018 and serves as an...

Eric Dostal, J.D., CFP®

Vice President

Since joining the firm in 2013, Eric has worked extensively...

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 is a Senior Vice President and wealth advisor for...

Kevin Brady, CFP®

Assistant Vice President

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

Yoni Berhane, CFP®

Assistant Vice President

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®

Assistant Vice President

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 and its predecessors...

Laura Barry, CFP®, CeFT®

Senior Vice President

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

Max Meltzer, CFP®

Senior Vice President

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

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...

Jay Frank, CFP®, CLU, ChFC®

Senior Vice President

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

Bill Schwartz, CPA, CFP®

Managing Director

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

John Wolff, CFP®, AIF®, CLU, ChFC

Managing Director

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

Michèle Walthert, CFP®, CRPC®

Managing Director

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

Olivia Hsu, CFP®

Advisor Associate

Olivia is an advisor associate working out of the firm’s...

Brion Collins, CFP®, CLU®, ChFC®

Managing Director

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

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