Laura Barry, CFP®
Senior Vice President
Laura joined the firm in 2004 as an experienced advisor...
Kelly L. Baumbach, CFP®, CEPA
Managing Director
Ms. Baumbach, managing director, has been with the firm since...
Yoni Berhane, CFP®
Assistant Vice President, Advisor
Jonathan joined the firm in 2016 with a strong background...
Stacey Berson, CFP®
Assistant Vice President, Advisor
Stacey joined the firm in 2018 as a Senior Advisor...
Kevin Brady, CFP®
Senior Advisor Associate
Kevin joined the firm in 2018 as a Senior Advisor...
Steven Broadhead
Senior Associate, Client Administration
Steve joined the firm in 2017 and serves as an...
Scott Brody
Senior Vice President
Scott joined the firm in 2015 through the acquisition of...
Stephanie Carmel, CFP®, CDFA™, MBA
Advisor Associate
Stephanie serves as an advisor associate in the firm’s New...
Jill Cockerham
SVP, Director of Marketing & Communications
Jill joined Wealthspire in 2016 and oversees all marketing, communications,...
Brion Collins, CFP®, CLU, ChFC®
Managing Director
Brion has a passion for changing lives that he brings...
Justin Cone
Advisor Associate
Justin joined the firm in 2019 and works as an...
Kevin Couper, CFP®
Senior Vice President
Kevin joined the firm in 2014 and serves as an...
Jay Czarapata, CFP®, CRPS®
Senior Vice President
Jay has been with the firm since 2011. He specializes...
Michael Del Priore
Chief Compliance Officer
Michael joined the firm in 2018 with more than twelve...
Michael Delgass, J.D.
Managing Director
Mike uses his extensive prior experience as an attorney to...
Scott Dillie, CFP®
Vice President
Scott Dillie joined the firm in 2017 following three years...
