Tierney Henderson

Tierney Henderson is an Advisor Associate based in our San Francisco office, where she supports the advisor team in all aspects of the planning process. Tierney is passionate about partnering with individuals and families to manifest their values and goals through comprehensive, thoughtful financial planning. She is currently enrolled in the Certificate Program in Personal Financial Planning at UC Berkeley, where she also received her bachelor’s degree in Environmental Economics & Policy. Prior to joining Wealthspire, she was a researcher and producer for educational documentary films. She was inspired to become an advisor after her work on $avvy (2021), a…
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Kevin Gahagan

Kevin Gahagan, CFP®, CIMA®, CEP, CIMC

Kevin Gahagan is a Managing Director and financial advisor at Wealthspire Advisors based in San Francisco. He specializes in working with business owners, professionals, and corporate executives to provide advanced financial planning, retirement solutions, and investment strategies. He has been recognized by the San Francisco Business Times as one of the "Bay Area’s Top Twenty-Five Independent Wealth Advisors," identified as a "Top Advisor" by Reuters AdvicePoint, and recognized by the Consumer Research Council of America as one of "America’s Top Financial Planners." Kevin is a Certified Financial Planner™ professional, a Certified Investment Management Analyst (CIMA®), Certified Estate Planner (CEP), and Certified Investment…
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Steve Branton

Steve Branton, CFP®, CPCC®

Steve Branton is a Senior Vice President and Advisor in the San Francisco office. Steve’s mission is to serve clients as their key thought partner in the design of their financial life plans. From development and through ongoing implementation, he brings his technical expertise and coaching skills to help clients achieve their financial goals and dreams. An experienced Bay Area financial planner and advisor, Steve has been interviewed by the Wall Street Journal, USA Today, Time Magazine, San Francisco Business Times, and other publications, and writes articles on a variety of financial topics, including cross-border planning, crowdfunding, and marriage planning.…
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Andrew Santos

Andrew Santos

Andrew Santos is a Client Service Specialist based in the San Rafael office. Andrew’s interest in finance began in college, when he took a class on investments and appreciated how his professor could take complex topics and communicate them in a way that was engaging, educational, and simplified. Today, he approaches his work with empathy and enthusiasm, and enjoys building strong relationships with both his clients and his colleagues. He believes that listening and asking questions are key to understanding a person’s needs and helping them find a quick and efficient solution. Andrew has dedicated his career to financial services…
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Channing Olson

Channing Olson

Channing Olson is Senior Vice President and is based out of the San Francisco office. Channing helps to ensure the smooth and successful operation of the firm, and helps create policies and programs that make it a great place to work. She joined the team in 2014. In 2019, Channing was recognized by the North Bay Business Journal as a Women in Business winner, and in 2020, she was recognized by the publication as one of their 40 Under 40 leaders. Previously, Channing managed operations and marketing for a corporate consulting firm focused on accountability and culture management training for Fortune 1000…
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Stephen Kepler

Stephen Kepler, CFP®, CDFA®

Stephen Kepler is a Vice President and Advisor in the San Francisco office. Stephen thrives when helping families secure their financial futures. He strives to educate and counsel families through challenging financial situations to help them improve their holistic financial wellbeing. Previously, he spent 17 years as a SVP, Equity Sales Trader at Jefferies and Company serving institutional money managers before transitioning to financial planning and wealth management to align his personal interests with his professional goals. Experienced in developing analysis for clients’ long-term capital sufficiency planning, Stephen excels in supporting lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. He…
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Sheila Schroeder

Sheila Schroeder

Sheila Schroeder is a Senior Vice President and the Regional Head of Business Development based in the San Francisco office. Sheila believes that financial empowerment equals freedom.  Her mission is focused on helping clients reach  financial independence, empowering women financially, and teaching financial literacy. She brings together the needs of clients with the resources and expertise of the Wealthspire team. Sheila joined the firm in 2015 with over 25 years of financial services experience, and believes that engaged relationships are forged through working together to create strategies and options so that clients can meet their personal and financial goals. During her…
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Simi Dhall, CFP®

Simi brings 15 years of experience working with clients and wealth advisors to develop, execute, and maintain financial plans that span everything from cash flow planning, retirement, and estate planning, to philanthropy, investment planning, and tax mitigation strategies. Prior to joining the team, Simi developed her wealth management skills at Wells Fargo and BluePointe Capital. She earned a bachelor’s degree in International Business from San Jose State University and holds the CERTIFIED FINANCIAL PLANNER™️ designation. Her deep interest in different cultures and languages has prompted her to travel extensively and fueled her passion for supporting philanthropic causes focused on the…
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Andrew Ark

Andrew Ark, CFP®, CIMA®

As an advisor, Andrew works closely with clients to design, deliver, and monitor goal-based financial plans tailored to each family’s unique retirement, estate, and investment planning needs. Prior to joining the team, he gained valuable experience in his five years at EisnerAmper. In addition to the CERTIFIED FINANCIAL PLANNER™️ and the Certified Investment Management Analyst® designations, Andrew also holds a bachelor’s degree in Economics from New York University, where he was also a member of the men’s Fencing team. In his spare time, he enjoys snowboarding, surfing, and giving back to local New York City communities. Previous Experience Assistant Vice…
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