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. ...
Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®
Amanda has been in the financial services industry since 2010 and joined the team in 2020. As a Certified Financial ...
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 ...
Joseph P. Garrison, CFP®, AIF®
Joe Garrison is a Managing Director and Advisor in the Maple Lawn, Annapolis, and Salisbury offices. He joined Wealthspire in ...
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 ...
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 ...
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 ...
James K. Eichelberger, CFP®, AIF®
Jay joined the Wealthspire team in 2020 after his extensive tenure as founding partner and Chairman of StratWealth, where he ...
Oliver Pursche, AAMS®, CEPA
Oliver serves as an advisor based in the firm’s Westport, CT and New York offices and is an Accredited Asset ...
David Dickman
David is an advisor in the firm’s Potomac, MD office, providing clients with customized financial planning and investment management advice. ...
Casey Hardy
Casey serves as an Assistant Vice President and Advisor in the firm’s Palm Beach Gardens, FL office. In this role, ...
Katharine Schelhorn, CFP®
Katharine joined the firm’s Reston, VA office in 2020 after working several years as an advisor with a local firm. ...
