Virgil serves as a Client Operations Associate based in our Fulton, MD office. In this role, he functions as part of the larger Client Operations team by supporting advisors in our New York office. He brings over 10 years of industry experience in account transfer services and non-traditional investment roles, most recently serving as an operations associate at Morgan Stanley. A former Division I basketball player, Virgil now resides in Laurel, MD with his wife and daughters, and enjoys going to the theater, traveling, and watching New York sports teams in his spare time. Previous Experience Operations Associate – Wealth…

Mike serves as Brand Manager for Wealthspire, supporting the wider Marketing team by establishing and upholding brand standards, providing training and education to staff, and collaborating with both internal and external parties to deliver on branding needs. Before joining the team, he spent 14 years as creative director for a DC-based marketing, advertising, and branding agency, overseeing the creation, planning, and execution of creative strategies for a range of global and local clients. Mike resides in Kensington with his family and dog Bruno, and enjoy playing bass guitar, running, and lending his design experience to various nonprofits outside of work.…

Adeola is a Client Service Associate based in the Fulton, Maryland office, where she supports the office’s advisors by helping to manage client relationships through completing client requests and serving as a point of contact. Adeola brings a diverse background of work experience, having held several positions within human resources, finance, operations, and customer service. Most recently, she worked as a Client Service Associate for Morgan Stanley, after spending 5 years in other various roles there. Originally from Nigeria, West Africa, Adeola now resides in Maryland. Outside of work, she enjoys traveling, cooking, fashion, reading, and watching the Milwaukee Bucks.…

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 Senior 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™)   Financial Paraplanner Qualified Professional™ and FPQP® are trademarks or registered service marks of the College…

Pat works in the Fulton, 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 and the Howard County…

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™)