San Rafael, California

Wealth Management in San Rafael, California

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Wealthspire San Rafael

100 Smith Ranch Road, Suite 300
San Rafael, CA 94903
(415) 526-2900


Our San Rafael Team

Andrea Pon

Executive Assistant

Andrea serves as Executive Assistant to Chief Strategy Officer Greg...

Mike Sbrocco

Senior Vice President

Mike Sbrocco is SVP, West Region based in our San...

Ryan Moore

Senior Advisor Associate

Ryan is a Senior Advisor Associate based in our San...

Sean Heyman

Client Service Specialist

Sean is a Client Service Specialist based in the San...

Kadeidra Honey-Brooks, J.D.

Senior Vice President, Trusts & Estates

Based in our San Rafael, CA office, Kadeidra serves as...

Kristin Economou

Client Service Specialist

Kristin is a Client Service Specialist based in the San...

Paul Sturm

Director, IT

Paul Sturm is Director of IT and is based in...

Amanda Fox, MBA, CFP®

Vice President

Amanda Fox is a Vice President and Advisor in the...

Diane Cauchois

Senior Associate, Investments

Diane Cauchois is a Senior Associate on the Investments team...

Tierney Henderson

Advisor Associate

Tierney Henderson is an Advisor Associate based in our San...

Dave Scuitto

Senior Client Service Specialist

Dave Scuitto is a Senior Client Service Specialist based in...

Rudolph J. Cervetto III

Office Coordinator

Rudolph “Joe” Cervetto is an office coordinator based in the...

Greg Friedman, MS, CFP®

Chief Strategy Officer

Greg Friedman is the Chief Strategy Officer of Wealthspire Advisors...

Kevin Gahagan, CFP®, CIMA®, CEP, CIMC

Managing Director

Kevin Gahagan is a Managing Director and financial advisor at...

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Managing Director

Chip Pyfer is a Managing Director and Advisor in the...

Karolina Chernyak, FPQP™

Senior Client Service Specialist

Karolina Chernyak is a Senior Client Service Specialist based in...

Steve Branton, CFP®, CPCC®

Senior Vice President

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

Frederick E. Dopfel, Ph.D.

Strategic Advisor, Investment Committee

Fred Dopfel is Strategic Advisor and a member of the...

Tim Talbott, MA, CFP®

Senior Advisor Associate

Tim Talbott is a Senior Advisor Associate in the San...

Justin Hult, MBA, CFA®

SVP, Head of Trading, Portfolio Management, and Risk Management

Justin Hult, based in the San Rafael office, is a...

Bill Bockwoldt, MBA, CFP®, CEPA®

Senior Vice President

Bill Bockwoldt is a Senior Vice President and Advisor in...

Tim Curley

Vice President, Investments

Tim Curley is a Vice President on the Investments Team...

Suzanne Williamson

Vice President

Suzanne Williamson is a Vice President based in the San...

Carolyn Jerome

Director, Human Resources

Carolyn Jerome is a Director of Human Resources and is...

Joel Udoutch

Associate, Data Operations

Joel Udoutch is an Associate on the firm’s Data Operations...

Marla Mulligan

Office Manager

Marla Mulligan is the Office Manager of the San Rafael...

Justin deTray, CFP®

Managing Director

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

Sarah Wotherspoon, MS, CFP®, CDFA®

Managing Director

Sarah Wotherspoon 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...

Petra Braaksma

Senior Client Service Specialist

Petra Braaksma is a Senior Client Service Specialist based in...

M. Zach Mangels, MSFP, CFP®

Senior Vice President

Zach Mangels is a Senior Vice President and Financial Advisor...

Sheila Schroeder

SVP, Regional Head of Business Development

Sheila Schroeder is a Senior Vice President and the Regional...

Rokhand Collins

Client Service Specialist

Rokhand Collins is a Client Service Specialist based in the...