Mike Raso

Mike Raso

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.…
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Adeola Adebamowo

Adeola Adebamowo

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.…
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Tiffani Lee

Tiffani Lee

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.…
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Ashley Garabo

Ashley Garabo, FPQP™

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…
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Vilas Naralakattu

Vilas Naralakattu, FPQP™

Vilas is a member of the Strategic Growth team based out of the firm’s Fulton, MD office. His role centers on providing regional support, analysis, strategic planning, and execution of strategic organic growth initiatives. Vilas has spent his career in financial services at multiple firms supporting various departments – technology, operations, investments, and now growth. Since joining the financial planning industry, Vilas has developed a passion for bringing financial literacy to all people, early and often. Outside of work, he enjoys spending time with his wife and three kids, watching Baltimore Ravens football, building things by hand, and traveling the…
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Pat Coelho

Pat Coelho

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…
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Vicki Tymann

Vicki Tymann

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…
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Samantha Paul

Samantha C. Paul, FPQP™

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™)
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Samia Reed

Samia L. Reed, 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…
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Charlie Walker

Charles G. Walker, CFP®, AIF®

Charlie joined Wealthspire Advisors as part of the legacy StratWealth team and serves as an advisor in the Fulton, Maryland office. Operating as a fiduciary for all clients, he is a dedicated Certified Financial Planner™ with over two decades of experience in serving high net worth clients and their unique needs. He specializes in helping clients navigate complex financial planning issues, trust and trustee matters, and generational wealth transfer within a family. A native of West Hartford, Connecticut, Charlie graduated from Roanoke College and today resides with his wife and kids in the Baltimore area. He serves on the advisory…
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