Apr 01 2022
Love0
Mike Maurer

Michael Maurer

Mike is a Client Service Associate for the firm’s Reston, VA office. In this role, he supports the team’s advisors by serving as a point of contact for clients, carrying out day-to-day tasks, and assisting in the overall financial planning process. Most recently, Mike worked as a financial associate for Fidelity Investments in Durham, NC, where he specialized in defined benefits and defined contributions. Having earned bachelor’s degrees in both Business Administration and Communication, he also holds the FINRA SIE license and various North Carolina insurance licenses. Mike resides in Raleigh, NC, where he enjoys his lifelong passion of playing…
Read More
Aug 19 2021
Love0
Jake Obringer

Jake Obringer

Jake serves as an advisor associate in our Reston, VA office, supporting the team’s advisors in managing client relationships and assisting them with all aspects of the financial planning process. Previously, Jake worked as a Client Associate at Merrill Lynch, helping clients with financial planning. He is also a graduate of Virginia Tech, where he earned a degree in Finance through the university’s CFP® Certification Education Option. In school, he was an active member of several organizations and volunteering opportunities, including the Student Chapter of the Financial Planning Association and his fraternity’s Philanthropy Committee. Originally from Pennsylvania, Jake now resides…
Read More
Mar 24 2021
Love0
Natallia Fields

Natallia Fields

Natallia is a Client Service Associate in the firm’s Reston, VA office. In this role, she supports the team’s advisors by serving as a point of contact for clients, carrying out day-to-day tasks, and assisting in the overall financial planning process. Before joining the team, Natallia worked as a client service associate for Lynch Retirement Investment Group and also held several positions at Pinnacle Advisory Group. Originally from Belarus, Natallia now resides in Odenton, Maryland with her husband, dog and two cats, and enjoys yoga, dance, and theatre outside of the office. Previous Experience Client Service Associate at Lynch Retirement…
Read More
May 20 2020
Love0
Katharine Schelhorn

Katharine Schelhorn, CFP®

Katharine serves as an advisor in our Reston, VA office, helping to support other advisors by maintaining client relationships, assisting in the financial planning process, and offering guidance on retirement planning and investing. Previously, she worked as a financial advisor for Acorn Financial Services, where she also provided comprehensive financial planning services and helped to grow the firm’s assets. Previous Experience Financial Advisor at Acorn Financial Services Education & Credentials BS, Virginia Polytechnic Institute and State University, Finance Series 65 License Certified Financial Planner™   Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™…
Read More
Oct 16 2019
Love0
Bryan Stretton

Bryan Stretton, CFP®

Bryan joined the firm in 2015 and works as an advisor in our Reston, VA office. He works with the wider team to manage client communications and assist in all other aspects of financial planning. Bryan uses his experience and expertise in analyzing and creating highly customized plans for clients to deliver exceptional service to affluent families and individuals. He enjoys working closely with his clients to understand their goals and objectives to provide tailored solutions with ongoing monitoring and support. Prior to joining Wealthspire, he was a Financial Advisor with a wealth management firm in Virginia. Residing in Arlington,…
Read More
Oct 16 2019
Love0
Grant Ruder

Grant Ruder, CFP®

Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors and has been with the firm and its predecessors since 2007. With over a decade of experience as a fiduciary and objective advisor, he has supported high net worth individuals and their families, endowments, and other institutional clientele. No matter the client’s unique circumstances, Grant has demonstrated the ability to integrate key areas of investment management, cash flow and retirement planning, insurance, estate and tax situations. This ensures clients he is considering a wide range of variables that could impact their financial lives while most importantly, managing their risk. Grant’s…
Read More
Oct 15 2019
Love0
Ted Leasure

Ted Leasure

Ted Leasure joined the firm in 2017 along with a team from Capital Fiduciary Advisors, where he served as a financial advisor and managing director. Prior to his time with Capital Fiduciary Advisors, Ted worked as a financial representative with Wells Fargo Advisors (formerly Wheat First), where he was able to provide personalized service to clients for 20 years. Ted also previously worked as a senior financial representative for Fidelity Investments, conducting various seminars and workshops on topics such as diversification, estate planning, and asset management, and for Thomson McKinnon Securities on Wall Street. Ted earned his bachelor’s degree in…
Read More
Oct 15 2019
Love0
Eran Goudes

Eran Goudes, CFA®, CFP®

Eran Goudes joined the firm in 2018 and has more than 12 years of experience in wealth management. Prior to joining Wealthspire Advisors, Eran managed over $250 million in client assets, as well as researched and evaluated equity and fixed income investment managers. Eran is dedicated to helping clients meet their financial goals by using a comprehensive and customized approach to financial planning and investment management, while aiming for the highest level of service and trust. Originally from Israel, Eran moved to Washington D.C. in 2005. From 1996 to 1999, he served in Israeli Airforce’s anti-aircraft division, where he trained…
Read More
Oct 15 2019
Love0
Scott Dillie

Scott Dillie, CFP®

Scott Dillie joined the firm in 2017 following three years as a wealth manager with Capital Fiduciary Advisors (CFA). In his role as an advisor both at CFA and with Wealthspire Advisors, Scott works directly with clients to understand their full investment portfolios as well as their long-term financial and family goals. Scott previously spent three years as a Financial Advisor with Northwestern Mutual in McLean, VA, where he built a successful practice focused on comprehensive financial planning. Scott, a Pittsburgh native, currently resides in Falls Church and coaches youth soccer. In addition, he is involved with the Community Foundation…
Read More
Oct 04 2019
Love0
Myka Koenen

Myka Koenen, CFP®

Myka joined the firm in 2015 through the acquisition of Highline Wealth Management, and currently works as an advisor based in the firm’s Reston, VA office. Previously, she served as a regional consultant for Sage Advisory Services working with independent and wirehouse financial advisors, promoting separately managed accounts and exchange-traded funds. Myka has over eight years of financial industry experience. She supports directors and advisors in all aspects of client relationships and firm-wide initiatives, in addition to coordinating the firm’s internship program. Previous Experience Analyst at Highline Wealth Management Regional Consultant at Sage Advisory Retirement Plan Services Specialist at Charles…
Read More