CFP® Professionals at Wealthspire Advisors

Lisa Graham, CFP®

Assistant Vice President

Lisa joined the Seattle team as an Assistant Vice President...

Pietro Messina, CFP®

Assistant Vice President

Pietro serves as an advisor in one of our New...

Karyn Tylicki, CFP®

Senior Client Service Associate

Karyn is a Senior Client Service Associate in the Milwaukee...

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’s mission is to serve clients as their key thought...

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 financial advisor...

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...

Sarah Wotherspoon, MS, CFP®, CDFA®

Managing Director

Sarah Wotherspoon is a Managing Director and Advisor in the...

Justin deTray, CFP®

Managing Director

Justin deTray is a Managing Director and Advisor in the...

John F. Thiel, MBA, CFP®

Assistant Vice President

John Thiel is an Assistant Vice President and Advisor in...

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

As a financial advisor, Amy serves a wide range of...

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 business and finance...

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

As a Financial Advisor in our New York Office, Allaire...

Maddy Bowles, CFP®

Senior Advisor Associate

Maddy serves as a senior advisor associate in our Park...

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...

Max Rusch

Advisor Associate

Max is an advisor associate in the firm’s Milwaukee, WI...

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, Head of Advisory Technology

Alia Wagenhoffer is SVP, Head of Advisory Technology and in...

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

As a financial advisor at Wealthspire, Mike works with a wide...

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 team in 2017 following an internship with...

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.

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