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®

Assistant Vice President

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

Stacey Berson, CFP®

Assistant Vice President

Stacey joined the firm in 2018 as a Senior Advisor...

Kevin Brady, CFP®

Assistant Vice President

Kevin joined the firm in 2018 as a Senior Advisor...

Steven Broadhead

Senior Associate, Client Operations

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...

Stephanie Carmel, CFP®, CDFA™, MBA

Advisor Associate

Stephanie serves as an advisor associate in the firm’s New...

Kimberly Carter

Director, Human Resources

Kimberly serves as the Director of Human Resources for Wealthspire...

Jill Cockerham

SVP, Director of Marketing & Communications

Jill joined Wealthspire in 2016 and oversees all marketing, communications,...