Trent Hofmeister, FPQP®
Trent is an advisor associate in our Salisbury, MD office, supporting the team of advisors by helping to manage client ...
Megan LaVie
Megan serves as the receptionist for our Salisbury, Maryland office, helping to coordinate office activities, answering phones, managing scheduling, and ...
Rachel L. Greene, FPQP™
Rachel joined the firm in 2016 and is a Senior Client Service Associate in the Salisbury, MD office. She supports ...
Luke Smith, CFP®, AIF®
Luke is a CFP® professional and Advisor in our Salisbury, Maryland office. He creates customized financial plans for each client ...
Karla Sturmfels, FPQP™
Karla joined the firm in 2020 with the acquisition of StratWealth, where she has spent the last 15 years. Serving ...
Kimberly S. Magaha, CFP®, AIF®
Kim joined Wealthspire in 2020 along with her previous firm, StratWealth, and serves clients in the Salisbury, Maryland office. Over ...
Joseph P. Garrison, CFP®, AIF®
Joe Garrison is a Managing Director and Advisor in the Maple Lawn, Annapolis, and Salisbury offices. He joined Wealthspire in ...
Gary P. Desjardins, CFP®, AIF®, CEP
Gary is a managing director and advisor based in Wealthspire’s Salisbury, MD office. He has been serving clients on the ...
Jennine Ramsey LaCroix, CFP®, MBA, AIF®
Jennine serves as a Managing Director at Wealthspire. Her passion is serving her clients as a trusted adviser and providing ...
James K. Eichelberger, CFP®, AIF®
Jay joined the Wealthspire team in 2020 after his extensive tenure as founding partner and Chairman of StratWealth, where he ...
