Bobby Moyer, CFA®, CFP®, CAIA®
Bobby joined the team through the acquisition of ACG Wealth Management, where he worked for 16 years and served as ...
Sandy Wiggins, CFP®, AIF®
Sandy and his team joined Wealthspire through the acquisition of ACG Wealth Management, where he served as President and CEO ...
Randy Kaufman
Joining the team in 2023 through the acquisition of Heron Wealth, Randy serves as an advisor in our NYC office. ...
David Edwards, MBA
David joined the Wealthspire team in 2023 through the acquisition of Heron Wealth, where he built the business as President ...
Chris Jennings, CFP®
Joining the team in 2023 through the acquisition of Heron Wealth, Chris serves as an advisor, providing advice that goes ...
Amanda Phillips-DeSaverio, CFP®
Amanda serves as a financial advisor in our Denver, CO office, bringing over 15 years of experience in financial services ...
Brian Loy, CFA®, CFP®
Brian believes in living life on purpose, rather than “just showing up.” As a junior at the University of California, ...
Kirstin Griffin, AIF®, FPQP™, CRPC®
Kirstin joined predecessor firm Sage Financial Advisors in 2003 as director of client relations and investments, where she focused on ...
Michael Lawrence, CFP®, CPWA®, AIF®
Michael serves as an Assistant Vice President and Advisor in our New York City office, drawing from almost a decade ...
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, CFP®
Pietro serves as an advisor in our New York City office, leveraging his strong background in financial planning and client ...
Max Kortegast, CFP®
Max is an advisor based in the firm’s Potomac, MD office, supporting the broader team in all aspects of the ...
