Maddy Bowles, CFP®
Maddy serves as an Assistant Vice President and advisor in our New York City office. She is committed to coordinating ...
Casey Riviezzo, CFP®
Based in our New York City office, Casey assists with the financial planning and investment needs of clients as an ...
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 and investment planning needs, bringing creative ...
Jennifer Giemza, CFP®
Jenny serves as an Advisor and as head of the firm’s Madison, WI office. With over 15 years of experience ...
Joshua Shoshan, CFP®, APMA™, CEPA
Josh is an Advisor in our New York office, where he works with his clients on their investment and advanced ...
Samia L. Clookie (née Reed), CFP®, FPQP™
Samia is an advisor based in the firm’s Annapolis, Maryland office. She works directly with clients and supports the broader ...
Tatiana Dadykina, 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 ...
