Brian Loy, CFA®, CFP®
Brian believes in living life on purpose, rather than “just showing up.” As a junior at the University of California, ...
Bill Bockwoldt, MBA, CFP®, CEPA®
Bill Bockwoldt is a Senior Vice President and Advisor in the San Rafael office. Bill has over 20 years of ...
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 ...
Gail Harris, CFP®, CIMA®, CExP™
Gail serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, and ...
Kevin Brady, CFP®
As a Financial Advisor in our New York Office, Kevin works with successful business professionals, entrepreneurs, attorneys, and small business ...
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 ...
