Tiffani is a Client Service Associate in the firm’s Fulton, Maryland location, where she supports the office’s advisors by helping to manage client relationships through completing client requests and serving as a point of contact. She brings several years of experience in various customer service roles and is a current Certified Financial Planner™ candidate. Born and partially raised in Germany, Tiffani is semi-fluent in German and now resides in Maryland. As a former college track athlete, she enjoys staying active and getting outdoors in her spare time, especially with her 5-year-old son. Previous Experience Small Business Consultant at Intuit, Inc.…

Ashley is a Client Operations Associate based in the Fulton, Maryland office, and supports the larger operations team with daily tasks. She uses her knowledge as a Financial Paraplanner Qualified Professional to better serve clients throughout the financial planning process and is an active member of the Financial Planning Association. Currently residing in Columbia, Maryland, Ashley enjoys cooking and trying new foods in her free time. Previous Experience Nexit Strategist at StratWealth Education and Credentials BBA, California State University, Marketing Financial Paraplanner Qualified Professional (FPQP™)

Vilas is a member of the Growth team based out of the Fulton, MD office. Vilas began his career in Technology and spent nearly 10 years managing technology for another local firm. In those years, he developed a passion for the industry and decided to pursue a career in Wealth Management. He initially joined StratWealth as a Portfolio Operation & Research Analyst and now works with Wealthspire Advisors as a Senior Associate on the Growth team. In his free time, Vilas enjoys spending time with his wife and three kids, watching Baltimore Raven’s football, and traveling the globe. Previous Experience…

Vicki joined Wealthspire in 2020 as part of the legacy StratWealth team and supports the Chief Strategic Growth Officer from the firm’s Fulton, Maryland office. Starting at StratWealth in 2018, she has filled many roles including Executive Assistant, Accounts Payable, Payroll, Human Resources, and Marketing Associate. She has more than 25 years of experience in the administrative, marketing, and logistics fields. Vicki is an avid Ravens fan, enjoys cooking, traveling, and spending time with her husband, John, and their 3 children. Previous Experience Business Affairs Manager at StratWealth Logistics Coordinator at Dynamic Design Enterprise General Manager at Ooh La Lal…

Samantha is a Client Service Associate in the firm’s Fulton, Maryland office. In this role, she serves as an additional point of contact for clients and works closely with the advisors to service requests from clients. She currently resides in Baltimore, Maryland and enjoys traveling in her free time. Previous Experience Financial Representative at Fidelity Investments Education & Credentials BS, Towson University Financial Paraplanner Qualified Professional (FPQP™)

Samia is an Advisor Associate in the firm’s Fulton, Maryland office. In this role, Samia supports advisors by maintaining client relationships through effective communication, assisting in the financial planning process, providing additional tools and research, and exceptional execution of client requests. Before joining the team, Samia worked as a Senior Auditor and Subject Matter Expert in mortgage lending at PHH Mortgage Corporation where she created audit policies and procedures and assisted in the training and development of staff. Currently, Samia serves as a Board Member of the Financial Planning Association of Maryland and is studying to become a Certified Financial…