Chip Pyfer, JD, CFP®, CIMA®, CPWA®
Chip Pyfer is a Managing Director and Advisor in the San Rafael and San Francisco offices. He is a member ...
Grant Ruder, CFP®
Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors and the lead for the Reston office. He has been ...
Donna Levy
Donna Levy is a Managing Director and financial advisor at Wealthspire Advisors with over 30 years’ experience serving clients. She ...
Craig Fasano, J.D.
Craig has over 20 years of experience in the wealth management industry. He joined the firm in 2003 as an ...
Michael Delgass, J.D.
Mike uses his extensive prior experience as an attorney to help his clients solve complex financial, tax, investment, and other ...
Yoni Berhane, CFP®
Jonathan “Yoni” Berhane is a Financial Advisor who works with a wide variety of clients from young business professionals who ...
Bill Schwartz, CPA, CFP®
Mr. Schwartz is a Managing Director in the Potomac, MD office, a member of the executive board, and a member ...
John Wolff, CFP®, AIF®, CLU®, ChFC®
A dedicated advisor with over 30 years of experience, John joined the firm in 2017 after serving for a decade ...
Ashley E. Iddings, CIMA®, CPWA®
Ashley is a Managing Director and head of Wealthspire Advisors’ Potomac, MD office. She has been with the firm and ...
