Our People

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 our New...

Samuel Fishelberg, CFP®

Senior 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...

Stephanie Forrester, CFP®, ChSNC®, AIF®

Assistant Vice President

Stephanie is a financial advisor in our Madison, WI office....

Amanda Fox, MBA, CFP®

Vice President

Amanda Fox is a Vice President and Advisor in the...

Cheyenne Francis

Senior Associate, Client Operations

Cheyenne joined the team in 2019 and works as a...

Jay Frank, CFP®, CLU, ChFC®

Managing Director

Jay has been helping individuals and businesses with their planning...