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
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®
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...
