May 23 2022
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Nick Walser

Nick Walser

Nick Walser is an Associate on the Investment Team and is based in the San Francisco office. He is in portfolio management and trading. Nick takes great pride in building meaningful relationships with clients and serving as a trusted partner to the advisory team. Throughout his career, Nick has honed his skills in client services by effectively listening, communicating, and offering solutions to help clients achieve their goals. Previously, he served in a client services role at Merrill Lynch, where he focused on investment strategy development and implementation, onboarding, coaching, and assisting with reviews. He thrives in a fast-paced environment and…
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May 23 2022
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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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May 23 2022
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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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May 23 2022
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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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May 23 2022
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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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May 23 2022
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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. After 20 years in equity sales serving institutional money managers, Stephen transitioned to financial planning and wealth management, aligning 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 quickly zeroes in on supporting and refining the elements that…
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May 23 2022
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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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Jan 24 2022
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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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Jan 24 2022
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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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