Oona Rokyta
Oona is a Senior Advisor Associate based in our San Francisco office. She currently supports the local advisor team in ...
Ryan Moore, CFP®
Ryan is a Senior Advisor Associate based in our Bay Area offices, where he supports the advisor team in all ...
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 a Senior Advisor Associate based in our San Francisco office, where she supports the advisor team in ...
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, JD, CFP®, CIMA®, CPWA®
Chip Pyfer is a Managing Director and Advisor in the San Rafael and San Francisco offices. He is a member ...
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, MA, CFP®
Tim Talbott is a Senior Advisor Associate in the San Rafael office. As the modern Renaissance man that he is, ...
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, CFP®
Justin deTray is a Managing Director and Advisor in the San Rafael office. Justin helps clients make smart financial decisions ...
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 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 ...
