Welcome StratWealth team and clients! Learn more here.

Jenny Giemza

Jennifer Giemza, CFP®

Jenny serves as an Advisor and is based in the firm’s Madison, WI office. With over 13 years of experience in the high net worth wealth management space, she brings an extensive financial planning background and prioritizes the highest level of client service standards. Previously, Jenny held positions as both an investment advisor and financial advisor, at Bronfman E.L. Rothschild and BMO Harris Financial Advisors, respectively. She has also been a Member of the Board of Directors of Big Brothers Big Sisters of Dane County since 2012. Outside of the office, she enjoys spending her time with her husband Justin…
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Joshua Shoshan

Joshua Shoshan

Josh is an Advisor in our New York office, where he works with his clients on their investment and advanced planning needs. He understands that wealth preservation is of paramount importance to affluent clients, and is also keenly focused on client concerns regarding wealth enhancement and tax mitigation, wealth transfer, wealth protection, and charitable giving. Included in Barron’s Top Advisor rankings for five consecutive years and bringing over two decades of industry experience, he prides himself on providing a holistic, elite wealth management experience to all clients. Josh lives in Manhattan with his two daughters, is an active parent in…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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