Stacey Berson, CFP®
Assistant Vice President
Stacey joined the firm in 2018 as a Senior Advisor...
Alia Wagenhoffer, CFP®
SVP, 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®
Managing Director
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...
Marilyn S. Napoli, CFP®
Senior Vice President
Marilyn Napoli joined the firm after a long and successful...
Chris Kiessling, CFP®
Senior 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...
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 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®
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®
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 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...
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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