Jan 24 2022
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John Kovacs

John brings more than 16 years of industry expertise in serving the needs of successful individuals, families, and business owners to his role. He works diligently as a trusted advisor to clients, providing the highest level of fiduciary service in helping them manage, grow, and preserve their wealth responsibly. Before joining the team, John honed his wealth management skills at both Morgan Stanley and Merrill Lynch. He holds a bachelor’s degree in Business and Management from Loyola University Maryland’s Sellinger School of Business, where he also competed on the school’s golf team. He currently resides in Florida after moving from…
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Jul 29 2020
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Casey Hardy

Casey Hardy

Casey serves as a Senior 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…
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Oct 15 2019
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Kevin Couper

Kevin Couper, CFP®

Kevin is a Senior Vice President and wealth advisor for Wealthspire Advisors. As co-head of the Palm Beach Gardens office, he works 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…
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Oct 03 2019
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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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