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Welcome StratWealth team and clients! Learn more
here.
Our Team
All Specializations & Staff Groups
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Certified Divorce Financial Analysts®
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All Locations
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Laura Barry, CFP®
Senior Vice President
Kelly L. Baumbach, CFP®, CEPA
Managing Director
Yoni Berhane, CFP®
Assistant Vice President
Stacey Berson, CFP®
Assistant Vice President
Kevin Brady, CFP®
Assistant Vice President
Sandeep Brion
Vice President
Steven Broadhead
Senior Associate, Client Operations
Scott Brody
Senior Vice President
Amanda M. Campbell, CFP®, CDFA®, AAMS®, AIF®
Vice President
Stephanie Carmel, CFP®, CDFA™, MBA
Advisor Associate
Kimberly Carter
Director, Human Resources
Jill Cockerham
SVP, Director of Marketing & Communications
Pat Coelho
Receptionist
Brion Collins, CFP®, CLU, ChFC®
Managing Director
Justin Cone
Advisor Associate
Kevin Couper, CFP®
Senior Vice President
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Client Login
Planning
Considerations
Trusts & Estates
Client Reporting
Investing
Our Investment Philosophies
Impact Investing
Outsourced Chief Investment Officer Services
About
Why Work With Us?
Meet Our Team
Recognition
For Experienced Advisors
Client Experience
FAQs
Client Reporting
Wealthspire Pathways
News & Resources
Blog
Newsroom
Guides and Whitepapers
Market Commentary
Videos
Contact
Find an Office
Annapolis
Appleton
Boca Raton
Delafield
Fulton
Janesville
Madison
Milwaukee
Morristown
New York
Philadelphia
Potomac
Reston
Salisbury
Westport
Careers