Sep 17 2020
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staff

Tyler Reisinger

In his role as AVP, Client Operations, Tyler oversees the Mid-Atlantic Client Operations team while assisting with day-to-day Client Operations tasks. Tyler’s previous experience includes twelve years in banking and five in Brokerage Operations. He joined the Wealthspire Advisors team after working on the Broker-Dealer side of Folio Investments, where he served as a Manager of Brokerage Operations for the IRA and Cash Management groups. A native of northern Virginia, Tyler is originally from Herndon and now resides in Sterling with his family. Previous Experience Manager, Brokerage Operations – IRAs at Folio Investments, Inc. Retirement Accounts Administrator at SonaBank Branch…
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Sep 10 2020
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David Dickman

David Dickman

David is an advisor in the firm’s Potomac, MD office, providing clients with customized financial planning and investment management advice. He specializes in the development and implementation of individualized investment solutions, integrating tax, trust & estate, insurance, retirement, legacy and charitable planning. David takes pride in helping clients achieve their financial goals and providing them with the comfort that all of their wealth management needs are addressed. David has over 15 years of experience in the industry, most recently serving as Director of Business Development & Investor Relations for Billings Capital Management. In addition, he worked closely with ultra-high net-worth…
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May 05 2020
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Mickey Wagenhoffer

Mickey Wagenhoffer

Mickey serves as a Client Operations Associate in the firm’s Potomac, MD office. He supports the rest of the client operations team by completing daily tasks like maintenance of client data and information, processing of accounts, and other administrative procedures. Before coming to Wealthspire Advisors, Mickey worked for several years as a Mortgage Loan Officer for First Heritage Mortgage. A Virginia native, he is originally from Sterling and now resides in Herndon. Mickey is also a lifelong basketball player and enjoys rooting for all Washington sports teams in his spare time. Previous Experience Mortgage Loan Officer at First Heritage Mortgage…
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Oct 16 2019
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Paul Kim

Paul Kim

Paul is an advisor associate based in the firm’s Potomac, MD office, supporting advisors in all aspects of the financial planning process and helping to manage client relationships by completing day-to-day tasks. Previously, he worked as a Financial Solutions Advisor at Bank of America Merrill Lynch, where he delivered banking and investing solutions to clients, coordinated portfolio reviews, and helped to identify and generate new clients. He also brings experience as a Registered Client Associate for Merrill Lynch Wealth Management and a Credit Risk Management Data Analytics Intern at SunTrust Mortgage. Fluent in Korean, Paul was born in Seoul, South…
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Oct 16 2019
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Alia Wagenhoffer

Alia Wagenhoffer, CFP®

Alia Wagenhoffer joined the firm in 2015 through the acquisition of Highline Wealth Management, where she began her career in 2012. After working with clients for over five years, Alia combined her passion for client service with her interest in technology, and entered a role dedicated entirely to ensuring efficiency in technology platforms. She provides ongoing training and support for advisor suite of software in order to help advisors better utilize the available tools and better serve clients. Her consistent management of various digital platforms, in addition to her membership in the ACE Committee, ensures a high-quality, consistent client experience.…
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Oct 16 2019
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Inessa Mischenko

Inessa M. Mischenko, CSOP

Joining the firm in 2019 and based in our Potomac office, Inessa brings over 20 years of experience in the wealth management industry, including financial planning, technology, risk management, vendor management, compliance, and operations experience. In her role as Senior Vice President, Director of Client Operations, she oversees our client administration department at a national level, ensuring streamlined processes and training across all our regional teams. Before joining our team, she served in several senior management positions, most recently as a Chief Operating Officer with myCIO Wealth Partners where she formulated, executed, and managed technology and operations strategies, as well…
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Oct 16 2019
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Karl Stiegmann

Karl Stiegmann, CFP®

Karl joined the firm in 2017 following an internship program with the company and completion of his undergraduate studies. Originally from Glen Allen, Virginia, Karl supports advisors in the Potomac office by working with clients on their day-to-day needs. Previous Experience Financial Planning Intern at Bronfman Rothschild Wealth Management Intern at Advanced Wealth Management, LLC Education & Credentials BS, Virginia Polytechnic Institute and State University, Finance Certified Financial Planner™ Series 65 license     Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which…
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Oct 16 2019
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Caite Stevens

Caite Stevens, CIP, CPC

Ms. Stevens serves as SVP, Director of Digital Communication & Business Intelligence at Wealthspire. Caite’s multi-faceted experience in the industry allows her to leverage technology to both improve operations and provide insight to critical firm metrics. With over twenty years’ experience in financial services, Caite has held leadership roles in Finance, Technology, Process Improvement, and Client Service. Prior to joining the firm in 2006, Caite spent a decade serving several major Wall Street firms, where she earned the FINRA Series 7, 52, and 63 licenses before making the transition to RIAs. She is a professional member of the Association for…
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Oct 16 2019
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Karen Smith

Karen Smith

Karen joined the firm in 2018, bringing with her more than a decade of operational experience in the financial industry. Previously, Karen served as Associate Director of Operations at Convergent Wealth, LLC, where she coordinated and implemented complex operational projects for the firm’s ultra-high net worth clientele. More recently, she worked with the Montgomery County Employee Retirement Plans as an Investment Compliance Analyst prior to transitioning to her role here as Vice President of Client Operations. In her free time, Karen enjoys horseback riding and spending time with her family. Previous Experience Investment Compliance Analyst at Montgomery County Employee Retirement…
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Oct 16 2019
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Cindy Ramsey

Cindy Ramsey

Cindy joined the firm in 2017. She manages administrative functions at the Rockville office, overseeing back office functions and corporate phone lines while also serving as executive assistant to CEO Mike LaMena. Cindy has specialized in administrative support roles throughout her career, handling responsibilities ranging from human resources to event planning, in a variety of industries. Previous Experience Executive Assistant to CEO, Human Resources Manager, Office Manager at LaSalle Hotel Properties Executive Assistant, Office Manager, Meeting & Event Planner at ProQuest Administrative Assistant/Desktop Specialist at MARC Research
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