May 20 2020
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Katharine Schelhorn

Katharine Schelhorn, CFP®

Katharine serves as a Senior Advisor Associate 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…
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Oct 16 2019
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Bryan Stretton

Bryan Stretton, CFP®

Bryan joined the firm in 2015 and works as a Senior Advisor Associate in our Reston, VA office. He works closely with advisors 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…
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Oct 16 2019
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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…
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Oct 15 2019
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Eran Goudes

Eran Goudes, CFA®, CFP®

Eran Goudes joined the firm in 2018 and has nearly nine years of experience in the financial industry. 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 holistic and customized approach to financial planning and investment management, while ensuring a high 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 new…
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Oct 15 2019
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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…
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Oct 04 2019
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Myka Koenen

Myka Koenen, CFP®

Myka joined the firm in 2015 through the acquisition of Highline Wealth Management, and currently works as a Senior Advisor Associate 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…
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Oct 04 2019
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Tim Hughes

Tim Hughes, CFP®

Tim Hughes has been with the firm since 2007, originally joining as part of the legacy Highline Wealth Management team. Tim was one of the earliest advisors with Highline and has over nineteen years of experience tailoring to the goals of business owners, families, real estate developers, profit sharing plans, and retirees. Tim specializes in helping charitably inclined families optimize their philanthropic goals and applying collateralized lending strategies to help business owners and investors bridge uneven cash flow needs. Tim has been quoted in industry publications, and authored articles on donor advised funds, cyber security awareness, and creating a long-term…
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Oct 04 2019
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Joy Kuvareewong

Joy joined the firm in 2017 following her role as Client Operations Manager of Capital Fiduciary Advisors. With nearly a decade of wealth management experience, she is responsible for end-to-end processing of customer transactions, and assures that back office operations run efficiently and effectively. Joy also supports wealth advisors in client services efforts and is passionate about client service. Joy brings with her experience in a variety of operational and research roles and has a master’s degree in finance from Johns Hopkins University. Currently residing in Annandale, VA, she speaks fluent Thai and also enjoys travelling and spending time with…
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Oct 03 2019
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John Wolff

John Wolff, CFP®, AIF®, CLU, ChFC

John and his team joined the firm in 2017 after 10 years as CEO of Capital Fiduciary Advisors (CFA), an independent Registered Investment Advisor firm he founded in 2006. At CFA, he and his associates provided clients with objective, unbiased investment and financial planning advice. Before forming CFA, John was a Managing Director at Andersen Tax in McLean Virginia where he was responsible for the Investment Advisory practice and led a team that advised on over $2 billion of client assets – private and institutional. Prior to Andersen Tax, John spent 16 years with Prudential Financial in the D.C. region…
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Oct 02 2019
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Jack Keating

Jack Keating

Jack is an advisor associate based in the firm’s Reston, VA office. He assumed this position after an internship in wealth management during the summer of 2018. As an advisor associate, Jack helps clients achieve financial goals by maintaining effective communication between clients and advisors, providing additional tools and research to advisors as a member of their team, and ensuring that clients’ goals and expectations are achieved. Previously as an intern, Jack executed daily tasks for clients and advisors such as preparing for meetings, creating financial plans, and rebalancing portfolios. As a student at Virginia Tech, Jack was involved as…
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