Sandy Wiggins, CFP®, AIF®
Managing Director
Sandy and his team joined Wealthspire through the acquisition of...
Julie Williams, ADPA®, ChFC®, CFP®
Senior Vice President
Julie serves as a wealth advisor in our Delafield office....
Chrislyn Williams
Client Service Associate
Chrislyn serves as a Client Service Associate for the West...
Suzanne Williamson
Senior Vice President
Suzanne Williamson is a Senior Vice President based in the...
Matthew Wilson
Trust Administrator
Matt serves as a Trust Administrator and is based in...
Charlie Wittleder
Senior Vice President, Controller
Charlie serves as Senior Vice President, Controller in our Madison,...
John Wolff, CFP®, AIF®, CLU®, ChFC®
Managing Director
A dedicated advisor with over 30 years of experience, John...
Sarah Wotherspoon, MS, CFP®, CDFA®
Managing Director
Sarah Wotherspoon is a Managing Director and Advisor in the...
Shawn Wyckoff
Senior Associate, Client Operations
Shawn is a Senior Associate on our Client Operations team,...
Richard Yam, J.D.
Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning
Based in our New York City office, Rich serves as...
Kye Zanto
Associate, Client Operations
Kye serves as an associate in our Client Operations department,...
