San Rafael

Ryan Moore

Ryan Moore

Ryan is a Senior Advisor Associate based in our San Rafael office, where he supports the advisor team in all ...

Sean Heyman

Sean Heyman

Sean is a Client Service Specialist based in the San Rafael office. He brings over four years of experience in ...

Kadeidra Honey-Brooks

Kadeidra Honey-Brooks, J.D.

Based in our San Rafael, CA office, Kadeidra serves as a Senior Vice President on the Trusts & Estates team, ...

Kristin Economou

Kristin Economou

Kristin is a Client Service Specialist based in the San Rafael office. A seasoned administrative professional, Kristin has spent over ...

Paul Sturm

Paul Sturm

Paul Sturm is Director of IT and is based in the San Rafael office. Paul is responsible for helping to ...

Nick Walser

Nick Walser

Nick Walser is an Associate on the Investment Team and is based in the San Francisco office. He is in ...

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 ...

Diane Cauchois

Diane Cauchois

Diane Cauchois is a Senior Associate on the Investments team based in the San Rafael office. She is a portfolio ...

Dave Scuitto

Dave Scuitto

Dave Scuitto is a Senior Client Service Specialist based in the San Rafael office. Dave has served in the financial ...

Rudolph J. Cervetto III

Rudolph “Joe” Cervetto is an office coordinator based in the San Rafael office. Joe knows how to make a first ...

Greg Friedman

Greg Friedman, MS, CFP®

Greg Friedman is the Chief Strategy Officer of Wealthspire Advisors and the West Region Leader. Formerly the co-founder and CEO ...

Karolina Chernyak, FPQP™

Karolina Chernyak is a Senior Client Service Specialist based in the San Rafael, CA office. Karolina works closely with clients ...