David Dickman

David Dickman

David is an advisor in the firm’s Potomac, MD office, providing clients with customized financial planning and investment management advice. He specializes in the development and implementation of individualized investment solutions, integrating tax, trust & estate, insurance, retirement, legacy and charitable planning. David takes pride in helping clients achieve their financial goals and providing them with the comfort that all of their wealth management needs are addressed. David has over 15 years of experience in the industry, most recently serving as Director of Business Development & Investor Relations for Billings Capital Management. In addition, he worked closely with ultra-high net-worth…
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Aviva Pinto

Aviva Pinto, CDFA™, CDS™

Aviva Pinto joined the firm in 2015 through the acquisition of Highline Wealth Management and has over 25 years of experience in the financial services industry. As an advisor, Aviva works with individuals in transition (sale of business, inheritance, divorce, widowed) to determine the most appropriate course of action for their financial assets. She helps guide them so they feel more confident about their financial future. A frequent speaker at family office conferences and events, Aviva has been voted one of the Top 50 Businesswomen on Long Island for multiple years. She is also actively involved in the industry and…
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Stacey Berson

Stacey Berson, CFP®

Stacey joined the firm in 2018 as a Senior Advisor Associate. Stacey works with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy. Previous Experience Joel Isaacson & Co., LLC Berson and Corrado Investment Advisory Services UBS Financial Services Education & Credentials BS, University of Maryland – Smith School of Business Certificate in Financial Planning, School of Professional Studies at New York University Certified Financial Planner™     Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame…
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Natalie Truty

Natalie Truty, CFP®

Natalie joined the firm in 2015 and serves as an Advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy. Previous Experience Research Coordinator at University of Pittsburgh Decision Neuroscience Lab Education & Credentials BS, The University of Pittsburgh, Psychology Executive Certificate in Financial Planning, Duquesne University Certified Financial Planner™     Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s…
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Andy Weissman

Andrew S. Weissman, J.D., CFP®

Andy is a Certified Financial Planner™ professional who excels at developing and explaining concepts, strategies, and tools that improve the client’s experience and keep them fully engaged in the management of their financial resources and estate plans. As a member of the New York State Bar since 1986, Andy uses his legal training to educate clients on how the titling of assets, the use of trusts, and their estate plans interact and affect their financial plans. He is also a member of the New York State Bar Association’s Trusts & Estates and Elder Law & Special Needs sections. Prior to…
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Michael Tyler

Michael Tyler, CFP®

Michael joined the firm in 2017 as an advisor associate in our Milwaukee, WI office. Now in his role as a financial advisor, Mike enjoys further collaboration with clients in the financial planning process and being able to implement strategies that help them achieve their goals in each phase of life. He embraces the unique circumstances and challenges that clients of different backgrounds, occupations, and ages have to offer. Previously, Mike worked at U.S. Bancorp Fund Services as an Alternative Investments Administrator and former Mutual Fund Representative. A graduate of the University of Wisconsin - Stevens Point, he earned a…
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Martha Staniford

Martha Staniford

Martha joined the firm in early 2003. Martha serves as a senior advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax management and estate planning into a comprehensive financial/investment strategy. She is an active volunteer and currently serves on the board of the Petey Greene Program and the Zoning Board of Appeals in Connecticut. Previous Experience Executive Director at CIBC Oppenheimer’s Private Client Division creating the Wealth Management Alliance (WMA) program, a virtual family office Managing Director at Bankers Trust Company/Alex Brown Managing Director at BT Brokerage Managing Director & Head of Latin…
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Grant Ruder

Grant Ruder, CFP®

Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors and has been with the firm and its predecessors since 2007. With over a decade of experience as a fiduciary and objective advisor, he has supported high net worth individuals and their families, endowments, and other institutional clientele. No matter the client’s unique circumstances, Grant has demonstrated the ability to integrate key areas of investment management, cash flow and retirement planning, insurance, estate and tax situations. This ensures clients he is considering a wide range of variables that could impact their financial lives while most importantly, managing their risk. Grant’s…
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Crystal Wipperfurth

Crystal Wipperfurth, CFP®, CRPC®

Crystal has been in the financial services industry since 2011 and joined the firm in 2017. Crystal utilizes a comprehensive approach to wealth management that ensures client portfolios are properly aligned with their risk tolerance and goals. Her priority is to build deep relationships with clients so she can communicate in ways that are relatable and clear. She values being approachable, making her a strong personal advocate for all her clients. Crystal is also very active in her community, participating in organizations such as Forward Janesville, OutReach, Special Olympics, Gift of Adoption, SecureFutures, Schools of Hope, and more. Previous Experience…
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Marilyn Napoli

Marilyn S. Napoli, CFP®

Marilyn Napoli joined the firm after a long and successful career at well-renowned wealth management firms, including U.S. Trust and Neuberger Berman. Marilyn specializes in working with multi-generation families, providing integrated wealth management services anchored in financial planning. In collaboration with her clients, she develops solutions that enhance their wealth, smoothing intergenerational wealth transitions. She has worked with some of these same families for nearly 20 years, demonstrating both her commitment to the highest level of client service and the value they find in her work. Over two decades, she has worked with business owners and senior managers, professionals in…
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