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Adeola Adebamowo
Client Service Associate
Andrew Ark, CFP®, CIMA®
Assistant Vice President
Marc E. Austin, CFP®, CPA
Senior Vice President
Julie A. Back, CFP®
Senior Vice President
Abby R. Bare, SHRM-SCP, MBA
Assistant Vice President, Finance
Laura Barry, CFP®, CeFT®
Managing Director
Nikki Bell
Senior Vice President, Intermediary Operations
Yoni Berhane, CFP®
Vice President
Bill Bockwoldt, MBA, CFP®, CEPA®
Senior Vice President
Sara Botsch
Client Service Associate
Maddy Bowles
Senior Advisor Associate
Petra Braaksma
Senior Client Service Specialist
Kevin Brady, CFP®
Vice President
Steve Branton, CFP®, CPCC®
Senior Vice President
Briara Braun
Legal & Compliance Associate
Joshua Braunschweig
Senior Associate, Accountant
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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
Diversity, Equity, Inclusion, & Belonging
Client Experience
FAQs
Client Reporting
Wealthspire Pathways
News & Resources
Blog
Newsroom
Guides and Whitepapers
Market Commentary
Videos
Financial Dictionary
Contact
Find an Office
Annapolis
Appleton
Chicago
Delafield
Fulton
Madison
Milwaukee
Morristown
New York
Palm Beach Gardens
Potomac
Reston
Salisbury
San Francisco
San Rafael
Seattle
West Hartford
Westport
Careers