Jan 11 2021
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Pat Coelho

Pat Coelho

Pat works in the Annapolis, MD office supporting Advisors and the Client Services team. She is a seasoned Executive Assistant with over 30 years of experience in the administrative field, beginning her career in Toronto, Canada and then moving to Columbia, Maryland. She is very passionate about serving clients and has a great relationship with them, striving to go above and beyond to make them feel valued. Prior to her current role, Pat worked for the CEO at HealthCare Strategies in Columbia, Maryland for a decade. She enjoys volunteering her time at Senior Assisted Living Centers & the Howard County…
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Jan 11 2021
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Tatiana Vinogradov, CFP®, CDFA®, AIF®

Tatiana is an advisor based in our Annapolis, Maryland office. As a Certified Financial Planner™ and Certified Divorce Financial Analyst, she specializes in providing clients with comprehensive financial planning and assisting individuals who are going through divorce. She has over five years of experience in the industry and is an active member of the Maryland Chapter of the Financial Planning Association. Previous Experience Nexit Strategist and Financial Resident at StratWealth Financial Advisor at AXA Advisors Account Manager at Gene Dvorkin Insurance Education & Credentials BS, Northeastern University, Finance and Accounting Management, minor in IT Certified Financial Planner™ (CFP®) Certified Divorce…
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Jan 11 2021
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Erik A. Szabocsik, CFP®

Erik joined the team in 2020 through the acquisition of StratWealth, bringing over 12 years of industry experience. As a Certified Financial Planner™, he focuses on partnering with high net worth individuals and families to create comprehensive plans that successfully help them meet their overall wealth goals. Previously, Erik held various positions at Fidelity Investments, serving as a financial consultant after several years as an investments and financial representative. In his spare time, Erik enjoys golfing year-round and snowboarding in the winter. He currently resides in Annapolis, MD with his wife, Jillian, and their dog. Previous Experience Financial Consultant at…
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Jan 11 2021
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Joe Garrison

Joseph P. Garrison, CFP®, AIF®

Joe Garrison is an Advisor in the Maple Lawn, Annapolis, and Salisbury offices. He joined Wealthspire in 2020 as part of the legacy StratWealth team. Joe works with individuals and families to design comprehensive solutions which synchronize all aspects of their financial lives including the areas of investments, taxes, insurance, estates, and trusts. He also has extensive experience working with corporate executives to maximize the value of their equity compensation and benefit plans. Driven by a passion to serve others, Joe finds it particularly rewarding to deliver clients the confidence that comes from knowing that all aspects of their financial…
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Jan 11 2021
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Jim Griesser

James M. Griesser, CFP®, AIF®

Jim joined the firm as a Managing Director and Advisor in 2020, working through the Wealthspire Annapolis and Fulton, MD offices. With over 30 years of experience in the financial planning industry, Jim’s role as a Fiduciary advisor is to develop customized recommendations, managing each client’s particular situation in an unbiased and objective manner. Jim believes in a comprehensive approach, integrating areas such as investment management, retirement planning, risk management, tax and estate planning into his coordinated planning process. Prior to joining Wealthspire, Jim was a Partner at Strategic Wealth Management Group, LLC. (StratWealth). As a Founding Partner of StratWealth…
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Jan 11 2021
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Jennine Ramsey LaCroix

Jennine Ramsey LaCroix, CFP®, MBA, AIF®

Jennine serves as a Managing Director at Wealthspire. Her passion is serving her clients as a trusted adviser and providing them with clarity and confidence in their financial lives. She works primarily in the Annapolis and Fulton, MD offices and is involved in committing time and resources to many local community organizations. Jennine lives in Annapolis, Maryland with her husband Christopher and two daughters. Previous Experience Founding Partner and Senior Adviser at StratWealth Financial Adviser Associate at Law & Associates, Inc. Education & Credentials BBA, Marymount University, Finance MBA, Marymount University, Finance Certified Financial Planner™ (CFP®) Accredited Investment Fiduciary® (AIF®)…
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Jan 11 2021
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Jay Eichelberger

James K. Eichelberger, CFP®, AIF®

Jay joined the Wealthspire team in 2020 after his extensive tenure as founding partner and Chairman of StratWealth, where he and his partners built a multiple award-winning financial advisory firm. He is now a Managing Director and advisor with Wealthspire, serving clients from the firm’s Fulton and Annapolis, MD offices. Jay has been listed as one of the 250 Top U.S. Advisers in Worth Magazine in 2001, 2002, and 2004, and is the 2015 recipient of SmartCEO’s Money Manager Award. James is a past President and Chairman of the Board of Directors of the Maryland Institute of Certified Financial Planners.…
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