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Welcome StratWealth team and clients! Learn more
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Kevin Couper, CFP®
Senior Vice President
Crystal Cox, CFP®, CRPC®
Vice President
Kelly Crosby
Senior Office Coordinator
Jay Czarapata, CFP®, CRPS®
Senior Vice President
Connor Darrell, CFA®
Assistant Vice President, Investments
Patricia DCosta
Associate, Data Operations
Jim DeCarlo
Chief Strategic Growth Officer
Michael Del Priore
Chief Compliance Officer
Michael Delgass, J.D.
Managing Director
Gary P. Desjardins, CFP®, AIF®, CEP
Managing Director
David Dickman
Senior Vice President
Scott Dillie, CFP®
Vice President
Chandra Dindial
Senior Associate, Client Operations
Robin Dobbs, CFP®
Senior Vice President
John Dobson
Advisor Associate
Eric Dostal, J.D., CFP®
Vice President
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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
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
Boca Raton
Delafield
Fulton
Madison
Milwaukee
Morristown
New York
Philadelphia
Potomac
Reston
Salisbury
Westport
Careers
