Welcome StratWealth team and clients! Learn more here.

Mark Schwartz

Mark Schwartz

Mark joined the team in 2017 through the acquisition of his firm, TriCapital Advisors, where he had worked as an independent fiduciary advisor to high net worth clients and corporate retirement plans. With over thirty years of experience as an investment advisor, Mark recognizes the paramount importance of clearly understanding each client’s investment needs, goals and values and being able to translate those into impactful financial plans and investment strategies.   Away from his responsibilities at our offices, Mark works in various philanthropic capacities. He also served as an appointed Trustee and Board Member of the University of Maryland College Park…
Read More

Erik A. Szabocsik, CFP®

Erik joined the team in 2020 through the acquisition of StratWealth, bringing over 12 years of industry experience. As a Certified Financial Planner™, he focuses on partnering with high net worth individuals and families to create comprehensive plans that successfully help them meet their overall wealth goals. Previously, Erik held various positions at Fidelity Investments, serving as a financial consultant after several years as an investments and financial representative. In his spare time, Erik enjoys golfing year-round and snowboarding in the winter. He currently resides in Annapolis, MD with his wife, Jillian, and their dog. Previous Experience Financial Consultant at…
Read More
Charlie Walker

Charles G. Walker, CFP®, AIF®

Why Wealthspire? Advisor Charlie Walker Shares His "Why" from Wealthspire Advisors on Vimeo. Charlie joined Wealthspire Advisors as part of the legacy StratWealth team and serves as an advisor in the Fulton, Maryland office. Operating as a fiduciary for all clients, he is a dedicated Certified Financial Planner™ with over two decades of experience in serving high net worth clients and their unique needs. He specializes in helping clients navigate complex financial planning issues, trust and trustee matters, and generational wealth transfer within a family. A native of West Hartford, Connecticut, Charlie graduated from Roanoke College and today resides with…
Read More
Ed von Lange

Edward C. von Lange, CFP®, CPFA®, AIF®

Ed joined the firm in 2020 through the acquisition of StratWealth and is located in the firm’s Fulton, Maryland office. He is dedicated to helping clients meet their financial goals by using a holistic and customized approach to financial planning and investment management, while ensuring a high level of service and trust. Ed also provides fiduciary and risk management assistance to companies with qualified retirement/401(k) plans. He brings over 30 years of experience in the industry, most recently serving as Head of Business Development and a Senior Advisor for StratWealth. Previous Experience Head of Business Development/Senior Advisor at StratWealth Senior…
Read More
Amanda Campbell

Amanda M. Campbell, CFP®, CDFA®, AAMS®, AIF®

Why Wealthspire? Advisor Amanda Campbell Shares Her "Why" from Wealthspire Advisors on Vimeo. Amanda has been in the financial services industry since 2010 and joined Wealthspire in 2020 through the acquisition of StratWealth. As a Certified Financial Planner™ and a Certified Divorce Financial Analyst®, Amanda has made it her life’s mission to ensure that every woman, in any walk of life, understands her wealth in a real and meaningful way. As a CDFA® professional, since 2014, Amanda has specialized in helping clients determine the short-term and long-term financial impacts of any proposed divorce settlement. Her background in financial planning has provided…
Read More
Kim Magaha

Kimberly S. Magaha, CFP®, AIF®

Kim joined Wealthspire in 2020 along with her previous firm, StratWealth, and serves clients in the Salisbury, Maryland office. Over her 17 years in the financial industry, Kim has served in many roles, and today she is immensely proud to advise a diverse set of clients ranging from young professionals in their 30s to retirees in their 90s. Kim has a passion for helping people understand the world of finance by educating them about how different aspects affect them personally. A member of the Professional Partners of the Eastern Shore, Kim serves on the Advisory Council for Salisbury University’s Franklin…
Read More
Joe Garrison

Joseph P. Garrison, CFP®, AIF®

Joe Garrison is an Advisor in the Maple Lawn, Annapolis, and Salisbury offices. He joined Wealthspire in 2020 as part of the legacy StratWealth team. Joe works with individuals and families to design comprehensive solutions which synchronize all aspects of their financial lives including the areas of investments, taxes, insurance, estates, and trusts. He also has extensive experience working with corporate executives to maximize the value of their equity compensation and benefit plans. Driven by a passion to serve others, Joe finds it particularly rewarding to deliver clients the confidence that comes from knowing that all aspects of their financial…
Read More
Jim Griesser

James M. Griesser, CFP®, AIF®

Jim joined the firm as a Managing Director and Advisor in 2020, working through the Wealthspire Annapolis and Fulton, MD offices. With over 30 years of experience in the financial planning industry, Jim’s role as a Fiduciary advisor is to develop customized recommendations, managing each client’s particular situation in an unbiased and objective manner. Jim believes in a comprehensive approach, integrating areas such as investment management, retirement planning, risk management, tax and estate planning into his coordinated planning process. Prior to joining Wealthspire, Jim was a Partner at Strategic Wealth Management Group, LLC. (StratWealth). As a Founding Partner of StratWealth…
Read More
Gary Desjardins

Gary P. Desjardins, CFP®, AIF®, CEP

Gary is a managing director and advisor based in Wealthspire’s Salisbury, MD office. He has been serving clients on the East Coast as a Certified Financial Planner™ for over 25 years, using his credentials and prior career in banking to help clients manage their personal financial statements, cash flow, retirement goals, business continuation, and personal estates. The mission statement behind his daily work is “we serve other to make lives better.” Previous Experience Founder and Partner at Strategic Wealth Management Group, LLC. (StratWealth) First National Bank of Maryland (now M&T Bank) Education & Credentials BS, Salisbury University, Business Certified Financial…
Read More
Jennine Ramsey LaCroix

Jennine Ramsey LaCroix, CFP®, MBA, AIF®

Jennine serves as a Managing Director at Wealthspire. Her passion is serving her clients as a trusted adviser and providing them with clarity and confidence in their financial lives. She works primarily in the Annapolis and Fulton, MD offices and is involved in committing time and resources to many local community organizations. Jennine lives in Annapolis, Maryland with her husband Christopher and two daughters. Previous Experience Founding Partner and Senior Adviser at StratWealth Financial Adviser Associate at Law & Associates, Inc. Education & Credentials BBA, Marymount University, Finance MBA, Marymount University, Finance Certified Financial Planner™ (CFP®) Accredited Investment Fiduciary® (AIF®)…
Read More