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 Financial Planning Team
Bill Bockwoldt, MBA, CFP®, CEPA®
Senior Vice President
Bill Bockwoldt is a Senior Vice President and Advisor in...
Petra Braaksma
Senior Client Service Specialist
Petra Braaksma 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...
Diane Cauchois
Assistant Vice President, Investments
Diane Cauchois is an Assistant Vice President on the Investments...
Rudolph J. Cervetto III
Office Coordinator
Rudolph “Joe” Cervetto is an office coordinator based in the...
Karolina Chernyak, FPQP™
Senior Client Service Specialist
Karolina Chernyak is a Senior Client Service Specialist based in...
Rokhand Collins
Client Service Specialist
Rokhand Collins is a Client Service Specialist based in the...
Tim Curley
Vice President, Investments
Tim Curley is a Vice President on the Investments Team...
Justin deTray, CFP®
Managing Director
Justin deTray is a Managing Director and Advisor in the...
Frederick E. Dopfel, Ph.D.
Strategic Advisor, Investment Committee
Fred Dopfel is Strategic Advisor and a member of the...
Kristin Economou
Client Service Specialist
Kristin is a Client Service Specialist based in the San...
Amanda Fox, MBA, CFP®
Vice President
Amanda Fox is a Vice President and Advisor in the...
Greg Friedman, MS
Senior Strategic Advisor
Greg Friedman is a Senior Strategic Advisor of Wealthspire Advisors....
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...
Sean Heyman
Client Service Specialist
Sean is a Client Service Specialist based in the San...
Kadeidra Honey-Brooks, J.D.
Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning
Kadeidra serves as Senior Vice President, Director of Wealth Strategy...
Justin Hult, MBA, CFA®
SVP, Head of Trading, Portfolio Management, and Risk Management
Justin Hult, based in the San Rafael office, is a...
Carolyn Jerome
Director, Human Resources
Carolyn Jerome is a Director of Human Resources and is...
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...
Marla Mulligan
Office Manager
Marla Mulligan is the Office Manager of the San Rafael...
Andrea Pon
Executive Assistant
Andrea serves as Executive Assistant to Chief Strategy Officer Greg...
Chip Pyfer, JD, CFP®, CIMA®, CPWA®
Managing Director
Chip Pyfer is a Managing Director and Advisor in the...
Mike Sbrocco
Senior Vice President
Based in our San Rafael office, Mike serves as a...
Sheila Schroeder
Consultant, Regional Head of Business Development
Sheila Schroeder is a business development consultant and heads business...
Dave Scuitto
Senior Client Service Specialist
Dave Scuitto is a Senior Client Service Specialist based in...
Paul Sturm
Director, IT
Paul Sturm is Director of IT and is based in...
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...
Suzanne Williamson
Senior Vice President
Suzanne Williamson is a Senior Vice President based in the...
Sarah Wotherspoon, MS, CFP®, CDFA®
Managing Director
Sarah Wotherspoon is a Managing Director and Advisor in the...
