Annapolis

Adam Corder

Adam Corder, FPQP™

Adam serves as an Advisor Associate in the firm’s Annapolis, Maryland office, supporting the team of advisors by helping to ...

Kathleen Gay, FPQP®

Kathleen is a Client Service Associate based in the firm’s Annapolis, Maryland office. In this role, she supports advisors by ...

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, ...

Erik A. Szabocsik, CFP®

Erik joined the team in 2020 through the acquisition of StratWealth, bringing over 12 years of industry experience. As a ...

Joe Garrison

Joseph P. Garrison, CFP®, AIF®

Joe Garrison is a Managing Director and Advisor in the Maple Lawn, Annapolis, and Salisbury offices. He joined Wealthspire in ...

James M 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 ...

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 ...

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 ...