Lucas Doe, CFA®
Vice President, Investments
Joining the team in 2023 through the acquisition of Heron...
Frederick E. Dopfel, Ph.D.
Strategic Advisor, Investment Committee
Fred Dopfel is Strategic Advisor and a member of the...
Eric Dostal, J.D., CFP®
Senior Vice President
Eric is a seasoned financial professional who has been dedicated...
Kristin Economou
Client Service Specialist
Kristin is a Client Service Specialist based in the San...
David Edwards, MBA
Managing Director
David joined the Wealthspire team in 2023 through the acquisition...
James K. Eichelberger, CFP®, AIF®
Managing Director
Jay joined the Wealthspire team in 2020 after his extensive...
Sarah Emhardt
Senior Associate, Client Operations
Sarah serves as a Senior Associate in our Client Operations...
Marianne Esche
Advisor Associate
Marianne serves as an advisor associate in our Reston, VA...
Jacob M. Even, J.D., LL.M (Tax)
Senior Vice President, Wealth Strategist – Tax Policy and Research
Mr. Even is a Senior Vice President and Wealth Strategist...
Debra Falk, MBA
Executive Assistant
Debra serves as an assistant to Rick Van Benschoten in...
Craig Fasano, J.D.
Managing Director
Craig has over 20 years of experience in the wealth...
Lorena Ferrufino
Client Service Associate
Lorena serves as a Client Service Associate in our Annapolis,...
Natallia Fields
Client Service Associate
Natallia is a Client Service Associate in the firm’s Reston,...
Charles Matheson Fischer
Client Service Associate
Charles is a client service associate based in one of...
Samuel Fishelberg, CFP®
Vice President
Working with clients collaboratively, Sam designs financial plans that encompass...
Heather Flanagan, J.D., LL.M Taxation, TEP
Managing Director, Head of Family Office Services
Heather serves as Head of Family Office Services, overseeing the...
