Eric is a seasoned financial professional who has been dedicated...
Kristin is a Client Service Specialist based in the San...
David joined the Wealthspire team in 2023 through the acquisition...
Jay joined the Wealthspire team in 2020 after his extensive...
Sarah serves as a Senior Associate in our Client Operations...
Marianne serves as an advisor associate in our Reston, VA...
Mr. Even is a Senior Vice President and Wealth Strategist...
Debra serves as an assistant to Rick Van Benschoten in...
Craig has over 20 years of experience in the wealth...
Lorena serves as a Client Service Associate in our Annapolis,...
Natallia is a Client Service Associate in the firm’s Reston,...
Charles is a client service associate based in our New...
Working with clients collaboratively, Sam designs financial plans that encompass...
Heather serves as Head of Family Office Services, overseeing the...
Stephanie currently serves as an advisor in our Madison, WI...
Amanda Fox is a Vice President and Advisor in the...