San Francisco, California
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Wealthspire San Francisco
1 California Street, Suite 200
San Francisco, CA 94111
Our San Francisco Asset Management Team
Andrew Ark, CFP®, CIMA®
Assistant Vice President
As an advisor, Andrew works closely with clients to design,...
Bill Bockwoldt, MBA, CFP®, CEPA®
Senior Vice President
Bill Bockwoldt is a Senior Vice President and Advisor in...
Steve Branton, CFP®, CPCC®
Senior Vice President
Steve’s mission is to serve clients as their key thought...
Justin deTray, CFP®
Managing Director
Justin deTray is a Managing Director and Advisor in the...
Simi Dhall, CFP®
Senior Vice President
Simi brings 20 years of experience working with clients and...
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...
Tierney Henderson
Advisor Associate
Tierney Henderson is an Advisor Associate based in our San...
Stephen Kepler, CFP®, CDFA®
Vice President
Stephen Kepler is a Vice President and Advisor in the...
M. Zach Mangels, MSFP, CFP®
Senior Vice President
Zach Mangels is a Senior Vice President and Financial Advisor...
Ryan Moore
Senior Advisor Associate
Ryan is a Senior Advisor Associate based in our Bay...
Channing Olson
SVP, Head of Integration and Project Management
Channing Olson serves as Head of Integration and Project Management...
Chip Pyfer, JD, CFP®, CIMA®, CPWA®
Managing Director
Chip Pyfer is a Managing Director and Advisor in the...
Sheila Schroeder
SVP, Regional Head of Business Development
Sheila Schroeder is a business development consultant and heads business...
Tim Talbott, MA, CFP®
Senior Advisor Associate
Tim Talbott is a Senior Advisor Associate in the San...
John F. Thiel, MBA, CFP®
Assistant Vice President
John Thiel is an Assistant Vice President and Advisor in...
Sarah Wotherspoon, MS, CFP®, CDFA®
Managing Director
Sarah Wotherspoon is a Managing Director and Advisor in the...
