Nick Walser
Associate, Investments
Nick Walser is an associate on the Investment Team and...
Travis Walters
Assistant Vice President, Client Operations
Travis joined the firm in 2011 and serves as an...
Michèle Walthert, CFP®, CRPC®
Managing Director, Head of Advisor Success
Michèle joined the firm in 2011 and serves as both...
Andrew S. Weissman, J.D., CFP®
Vice President, Senior Wealth Advisor
Andy is a Certified Financial Planner™ professional who excels at...
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,...
