Casey Hardy

Casey Hardy

Casey serves as an Advisor Associate in the firm’s Boca Raton, FL office. In this role, he supports advisors in their day-to-day work with clients, focusing on building and maintaining client relationships by providing the highest level of service, thoughtful attention to detail, and exceptional execution of client requests. Previously, Casey worked as a Relationship Specialist at Charles Schwab, where he provided support services for Wealthspire, collaborating directly with operations staff and working to find solutions to improve firm operations. He also completed a financial advising internship with Mosaic Wealth Management Group and worked briefly as a teller for Wells…
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Kevin Couper

Kevin Couper, CFP®

Kevin joined the firm in 2014 and serves as an Advisor, working with clients to help them understand their personal financial situation while developing and implementing solutions that integrate investment, insurance, retirement, tax, and estate planning strategies. Kevin especially enjoys working with business owners and executives to provide timely, meaningful financial advice in their busy lives and constantly changing environments. Holding previous positions as a financial advisor for Penn Mutual and AXA Equitable, he brings over 10 years of experience in the financial services industry and a strong background in financial planning and personal insurance. Kevin is currently based in…
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Howard Sontag

Howard Sontag

Howard founded Sontag Advisory, a predecessor firm of Wealthspire, to introduce his personal client-centric approach to financial advisory services. The foundation of the “Sontag Model” is the belief that advisors and clients should “sit at same side of the table” and, therefore, focus on the same goals and success measures. The result is an independent, fee-only firm committed to providing independent and objective counsel. Howard and his pioneering approach have been featured in such publications as Barron’s, Investment News, Investment Advisor, Forbes.com and Financial Planning. Howard remains as committed to the business as ever, and in addition to being an…
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