Business Owners Team

Brian McAuliffe

Brian Sean McAuliffe

As an advisor, Brian brings years of experience working in close consultive relationships with corporations, corporate executives, entrepreneurs, and families. ...

Patrick Wren

Patrick Wren

With over 20 years of experience in the wealth management industry, Patrick serves as a dedicated fiduciary, providing comprehensive financial ...

Sandy Wiggins

Sandy Wiggins, CFP®, AIF®

Sandy and his team joined Wealthspire through the acquisition of ACG Wealth Management, where he served as President and CEO ...

Brian Loy

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

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 ...

Josh Shoshan

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

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

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

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 Iddings

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 ...