Yadeiri Luzon

Yadeiri is a receptionist and office administrator for our West Hartford, CT team, coordinating day-to-day office affairs, assisting with client requests, and serving as a first point of communication for clients and visitors. She brings over six years of experience in administrative roles and has a strong background as an office coordinator, also using her bilingual skills to provide exceptional customer service. Currently residing in Bloomfield, CT, Yadeiri enjoys the spa, traveling, and exploring new interests outside of work. Previous Experience HR Payroll Specialist at American Residential Services Bilingual Administrative Assistant & Coordinator at American Residential Services Salon Executive Assistant…
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Chrislyn Williams

Chrislyn serves as a Client Service Associate for the West Hartford team and brings over 14 years of experience in various administrative and client service roles. Most recently, she worked as a registration coordinator for LISCR, after spending a decade in positions with Columbia University, Metropolitan Transit Authority, and International Events & Speakers. Chrislyn is currently pursuing a bachelor’s degree in Psychology from SUNY – Empire State College and resides in the New York City. Previous Experience Registration Coordinator & Documentation Administrator at LISCR Admissions Coordinator at Columbia University Client Service Associate at Metropolitan Transit Authority Administrative Assistant to CEO…
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Mary Rose Cusick

Mary Rose Cusick

Serving as a Senior Client Service Associate for the West Hartford, Conn. office, Mary Rose joined the team in 2020 and brings a wealth of experience in client service. She understands and values clients and strives to provide the very best service to them. Beginning as a Media and Public Relations director shortly after college graduation, she has worked in various industries, including sports, publishing, and reinsurance. Most recently, she was a private concierge for professionals and executives before transitioning to her role as a Client Relationship Specialist at predecessor firm Private Capital Group. Outside of work, she is a…
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Sam Powers

Samantha Powers

Samantha serves as a senior associate on the Advisory Technology team, and is based in our West Hartford, CT office. She understands how new technologies can help the firm anticipate client needs, tailor business processes to best serve clients, and ultimately improve efficiencies. She is passionate about researching and implementing innovative digital tools, conducting ongoing training, and providing support. Sam has been part of the team since 2016, when she joined predecessor firm Private Capital Group as a Marketing and Technology Coordinator before eventually transitioning to her most recent position as Operations Manager. In this role, she focused on maintaining…
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Chris Izmirlian

Christopher Izmirlian

Chris is a an Assistant Vice President and Marketing Manager for the Northeast, serving as the main point of contact for regional offices, creating regional strategies for execution alongside the wider marketing team, and collaborating with local office leads on location-specific initiatives. He joined the team in May 2019 as an intern for predecessor firm Private Capital Group, where he also held roles such as Business Development Coordinator and Marketing Manager. Chris holds a bachelor’s degree in economics from Yale University, where he was a member of the Division 1 Men's Ice Hockey team. After graduating in 2017, he continued…
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Jared Costigan

Jared Costigan, CFP®

Jared joined the firm in 2021 and serves as an Advisor Associate in our West Hartford, CT office. He works with advisors and clients to tailor comprehensive financial plans in the context of each client’s unique goals and aspirations. Previously, Jared worked with Coyle Financial Counsel in the Chicago area as a Client Service Associate. Prior to his experience in the financial planning industry, he worked directly with a variety of disadvantaged populations in the nonprofit space. In 2021, Jared earned the Certified Financial Planner™ designation. He currently lives in West Hartford with his wife, Lauren, and their black lab,…
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Julie Lisischeff

Julie Lisischeff

Julie has been with the firm and its predecessors since 2014, joining Wealthspire through the acquisition of Private Capital Group. As part of the Client Operations team, she is able to put her organizational and time management skills to work in an environment that greatly depends on it. She brings a wealth of experience in marketing and implementation consulting to her role, most recently serving as PCG’s Director of Operations after working as both a Client Services Manager and Client Service Associate. Outside of work, Julie is an advocate for the Asthma and Allergy Foundation of America and a Supporter…
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Marc Austin

Marc E. Austin, CFP®, CPA

Marc joined the Wealthspire team through the acquisition of Private Capital Group, serving as a Financial Advisor and Investment Advisor Representative since 2004. He specializes in delivering customized investment planning, retirement planning, estate planning, and tax planning solutions that help his clients meet their goals and objectives. He brings almost three decades of experience as a Certified Financial Planner™ and 35 years as a Certified Public Accountant to his role as an advisor. Previously, he worked in the tax department at CIGNA Healthcare before transitioning to an advisory role at Sagemark Consulting. Marc is a member of the Connecticut Society…
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Amy Miller

Amy Miller, CFP®, CDFA®

Amy has served as an advisor with the firm since 2014 and is based in our West Hartford, CT office. She works with a variety of clients by assisting them with organizing and committing to their financial goals. She has a special interest in helping women, especially women in transition due to retirement, divorce, or a death in the family, because of their unique financial needs. She joined the team after 16 years with Webster Bank, most recently working as a relationship manager and wealth advisor in the Hartford market. Amy is a member of the Board of Directors for…
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Ben Kille

Benjamin D. Kille, CFP®, CIMA®, AIF®

Ben brings over 30 years of experience in the financial industry to his work as an advisor. He joins the Wealthspire team from his previous role as Managing Member of Private Capital Group, which he established with a “Serve First” philosophy in 2003 to better fulfill the needs of clients. Before founding Private Capital Group, Ben worked as the Regional Director of Investments for CIGNA/Lincoln Financial Services from 1988 to 2003, gaining industry and practice knowledge from two leading financial institutions. Ben is an active member of the Estate of Business Planning Council of Hartford and holds the Certified Financial…
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