Lorena Ferrufino
Lorena serves as a Client Service Associate in our Annapolis, MD office, supporting one of the local advisors in client ...
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 ...
Samia L. Clookie (née Reed), CFP®, FPQP™
Samia is a Senior Advisor Associate in the firm’s Annapolis, Maryland office. In this role, Samia supports advisors by maintaining ...
Tatiana Dadykina, 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 ...
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, 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, CFP®, MBA, AIF®
Jennine serves as a Managing Director at Wealthspire. Her passion is serving her clients as a trusted adviser and providing ...
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 ...
