Meet the Wealthspire Team | Wealthspire

Welcome StratWealth team and clients! Learn more here.

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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