Bill Bockwoldt, MBA, CFP®, CEPA®
Bill Bockwoldt is a Senior Vice President and Advisor in the San Rafael office. Bill has over 20 years of ...
Sarah Wotherspoon, MS, CFP®, CDFA®
Sarah Wotherspoon is a Managing Director and Advisor in the San Rafael office. Sarah has been with the firm and ...
Benjamin D. Kille, CFP®, CIMA®, AIF®
Ben brings over 30 years of experience in the financial industry to his work as an advisor. He joins the ...
James K. Eichelberger, CFP®, AIF®
Jay joined the Wealthspire team in 2020 after his extensive tenure as founding partner and Chairman of StratWealth, where he ...
David Dickman
David is an advisor in the firm’s Potomac, MD office, providing clients with customized financial planning and investment management advice. ...
Aviva Pinto, CDFA®, CDS®
Aviva Pinto joined the firm in 2015 through an acquisition and has over 30 years of experience in the financial ...
Crystal Cox, CFP®, CRPC®
Crystal Cox is a financial advisor based in the Madison, WI office and joined the firm in 2017. Crystal utilizes ...
Zachary Gering, CFP®
Zachary Gering is a Managing Director, financial advisor, and also serves as the New York Office Leader. Zach serves business ...
Eric Dostal, J.D., CFP®
Since joining the firm in 2013, Eric has worked extensively with clients to help them feel in control of their ...
Robin Dobbs, CFP®
Robin joined the firm in 2015 through the acquisition of Highline Wealth Management. She began her career with Highline Wealth ...
Scott Dillie, CFP®
Scott Dillie joined the firm in 2017 following three years as a wealth manager with Capital Fiduciary Advisors (CFA). In ...
Michèle Walthert, CFP®, CRPC®
Michèle joined the firm in 2011 and serves as both a financial advisor and the Head of Advisor Success for ...
