All Advisors

Lisa Graham

Lisa Graham, CFP®

Lisa joined the Seattle team as an Assistant Vice President and Advisor in 2022. Since her start in the industry ...

Pietro Messina

Pietro Messina, CFP®

Pietro serves as an advisor in one of our New York City offices, leveraging his strong background in financial planning ...

Rob Gryboski

Rob Gryboski

Rob joined the team in 2022 with three decades of experience in the capital markets industry, most recently spending four ...

Amanda Fox

Amanda Fox, MBA, CFP®

Amanda Fox is a Vice President and Advisor in the San Rafael office. She believes a thoughtful advisor helps you ...

Greg Friedman

Greg Friedman, MS, CFP®

Greg Friedman is the Chief Strategy Officer of Wealthspire Advisors and the West Region Leader. Formerly the co-founder and CEO ...

Kevin Gahagan, CFP®, CIMA®, CEP, CIMC

Kevin Gahagan is a Managing Director and financial advisor at Wealthspire Advisors based in San Francisco. He specializes in working ...

Chip Pyfer

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Chip Pyfer is a Managing Director and Advisor in the San Rafael office. Chip has held positions in several high-profile ...

Steve Branton

Steve Branton, CFP®, CPCC®

Steve’s mission is to serve clients as their key thought partner in the design of their financial life plans. His ...

Julie Back

Julie A. Back, CFP®

Julie Back is a Senior Vice President and Financial Advisor based in the Seattle office. Julie has been in financial ...

Bill Bockwoldt

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 ...

Justin deTray

Justin deTray, CFP®

Justin deTray is a Managing Director and Advisor in the San Rafael office. Justin helps clients make smart financial decisions ...

Sarah Wotherspoon

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 ...