Abby Bare

VP, Human Resources

Abby has been with the firm since 2003, holding multiple...

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®

Senior Advisor Associate

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

Stacey Berson, CFP®

Senior Advisor Associate

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

Kevin Brady, CFP®

Senior Advisor Associate

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

Steven Broadhead

Associate, Client Administration

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...

Jill Cockerham

VP, Director of Marketing & Communications

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

Brion Collins, CFP®, CLU, ChFC®

Managing Director

Brion has a passion for changing lives that he brings...