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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