Abby Bare

VP, Human Resources

Abby has been with the firm since 2003, holding multiple...

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®

Senior Advisor Associate

Jonathan joined the firm in 2016 with a strong background...

Stacey Berson, CFP®

Senior Advisor Associate

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

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...

Jill Cockerham

VP, 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

Vice President, Legal & Compliance

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...