Meet the Wealthspire Team - Wealthspire

Welcome StratWealth team and clients! Learn more here.

Omar Alnaimi

Associate, Client Operations

Abby R. Bare, SHRM-SCP, MBA

Assistant Vice President, Finance

Laura Barry, CFP®, CeFT®

Senior Vice President

Yoni Berhane, CFP®

Assistant Vice President

Stacey Berson, CFP®

Assistant Vice President

Sara Botsch

Client Service Associate

Kevin Brady, CFP®

Assistant Vice President

Joshua Braunschweig

Senior Associate, Accountant

Steven Broadhead

Senior Associate, Client Operations

Scott Brody

Senior Vice President

John R. Burns, J.D.

Senior Advisor Associate

Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®

Vice President

Stephanie Carmel, CFP®, CDFA®, MBA

Senior Advisor Associate

Pat Coelho

Receptionist

Brion Collins, CFP®, CLU, ChFC®

Managing Director

Justin Cone

Senior Advisor Associate

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