San Francisco

Amanda Fox

Amanda Fox, MBA, CFP®

Amanda Fox is a Vice President and Advisor in the San Rafael office. She believes a thoughtful advisor helps you ...

Tierney Henderson

Tierney Henderson is an Advisor Associate based in our San Francisco office, where she supports the advisor team in all ...

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 ...

Chip Pyfer

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Chip Pyfer is a Managing Director and Advisor in the San Rafael office. Chip has held positions in several high-profile ...

Steve Branton

Steve Branton, CFP®, CPCC®

Steve’s mission is to serve clients as their key thought partner in the design of their financial life plans. His ...

Tim Talbott

Tim Talbott, MA, CFP®

Tim Talbott is a Senior Advisor Associate in the San Rafael office. As the modern Renaissance man that he is, ...

Bill Bockwoldt

Bill Bockwoldt, MBA, CFP®, CEPA®

Bill Bockwoldt is a Senior Vice President and Advisor in the San Rafael office. Bill has over 20 years of ...

Justin deTray

Justin deTray, CFP®

Justin deTray is a Managing Director and Advisor in the San Rafael office. Justin helps clients make smart financial decisions ...

Sarah Wotherspoon

Sarah Wotherspoon, MS, CFP®, CDFA®

Sarah Wotherspoon is a Managing Director and Advisor in the San Rafael office. Sarah has been with the firm and ...

John Thiel

John F. Thiel, MBA, CFP®

John Thiel is an Assistant Vice President and Advisor in the San Rafael office. John’s passion for wealth management started at ...

Channing Olson

Channing Olson

Channing Olson is Senior Vice President and is based out of the San Francisco office. Channing helps to ensure the ...

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 ...