John Kovacs
John Kovacs is a Managing Director and our Palm Beach Gardens office lead. He brings over two decades of industry ...
Andrew Macaleer, CFA®
As an advisor, Drew leverages his background in portfolio management and investments to help develop and execute strategies designed to ...
Richard P. Van Benschoten, CFP®
Rick currently serves as Executive Vice President, Business Development, and draws on more than 30 years of experience in managing ...
Tony Cruz, CAIA®
As an advisor, Tony works closely with clients leveraging his background in portfolio management and investments to help develop and ...
Samuel Fishelberg, CFP®
Working with clients collaboratively, Sam designs financial plans that encompass each family’s unique retirement, estate, and investment planning needs, bringing ...
Andrew Ark, CFP®, CIMA®
As an advisor, Andrew works closely with clients to design, deliver, and monitor goal-based financial plans tailored to each family’s ...
Jennifer Giemza, CFP®
Jenny serves as an Advisor and is based in the firm’s Madison, WI office. With over 13 years of experience ...
Joshua Shoshan, APMA™, CEPA
Josh is an Advisor in our New York office, where he works with his clients on their investment and advanced ...
Tatiana Vinogradov, CFP®, CDFA®, AIF®
Tatiana is an advisor based in our Annapolis, Maryland office. As a Certified Financial Planner™ and Certified Divorce Financial Analyst, ...
Luke Smith, CFP®, AIF®
Luke is a CFP® professional and Advisor in our Salisbury, Maryland office. He creates customized financial plans for each client ...
Erik A. Szabocsik, CFP®
Erik joined the team in 2020 through the acquisition of StratWealth, bringing over 12 years of industry experience. As a ...
Charles G. Walker, CFP®, AIF®
Charlie joined Wealthspire Advisors as part of the legacy StratWealth team and serves as an advisor in the Fulton, Maryland ...
