May 23 2022
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Sarah Wotherspoon

Sarah Wotherspoon, MS, CFP®, CDFA®

Sarah Wotherspoon is a Managing Director and Advisor in the San Rafael office. Sarah has been with the firm and its predecessors since 2005 and in wealth management for 20 years. She is devoted to… Partnering with clients in making solid financial decisions by integrating financial analytics with what’s most important to them Leading our West Coast advisors, a wonderfully passionate, collaborative and thoughtful bunch Sarah is a member of the San Francisco chapter of the Financial Planning Association and the Marin County Estate Planning Council. She also serves on the boards of Heartwood Educational Collaborative, dedicated to supporting Waldorf…
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May 23 2022
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Stephen Kepler

Stephen Kepler, CFP®, CDFA®

Stephen Kepler is a Vice President and Advisor in the San Francisco office. Stephen thrives when helping families secure their financial futures. He strives to educate and counsel families through challenging financial situations to help them improve their holistic financial wellbeing. After 20 years in equity sales serving institutional money managers, Stephen transitioned to financial planning and wealth management, aligning his personal interests with his professional goals. Experienced in developing analysis for clients’ long-term capital sufficiency planning, Stephen excels in supporting lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. He quickly zeroes in on supporting and refining the elements that…
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May 23 2022
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Kelly Keydel

B. Kelly Keydel, CFP®, MBA, CDFA®

Kelly Keydel is a Managing Director and Financial Advisor based in the Seattle office. Kelly is incredibly proficient at analyzing complex financial situations and at assessing a client’s unique financial behaviors. By bridging those two dimensions, she is able to help guide people to the decisions that are best for their lifestyle and their goals. She is a proud Pacific Northwesterner, earning her bachelor’s degree from University of Washington and her MBA from Seattle University. Outside of work, you can find her with her husband and two kids enjoying nature, culture, and all the places they intersect here in the…
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May 23 2022
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Lisa Peters, CFP®, CDFA®, CAP

Lisa Peters is a Senior Vice President and Financial Advisor based in the Seattle office. Serving clients since the early nineties, Lisa takes a deeply personal, collaborative, and unbiased approach to financial management, listening to what is important to her clients, and then delivering solution-based advice to create a clear path for the future. Lisa was an early pioneer in educating the legal community about the financial impact of divorce and in advocating for the use of financial expertise during the divorce process. Attentive to charitable goals, Lisa excels at leveraging her clients’ philanthropic vision into their financial and estate…
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Feb 14 2022
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Amy Miller

Amy Miller, CFP®, CDFA®

Amy has served as an advisor with the firm since 2014 and is based in our West Hartford, CT office. She works with a variety of clients by assisting them with organizing and committing to their financial goals. She has a special interest in helping women, especially women in transition due to retirement, divorce, or a death in the family, because of their unique financial needs. She joined the team after 16 years with Webster Bank, most recently working as a relationship manager and wealth advisor in the Hartford market. Amy is a member of the Board of Directors for…
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Jan 11 2021
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Tatiana Vinogradov, CFP®, CDFA®, AIF®

Tatiana is an advisor based in our Annapolis, Maryland office. As a Certified Financial Planner™ and Certified Divorce Financial Analyst, she specializes in providing clients with comprehensive financial planning and assisting individuals who are going through divorce. She has over eight years of experience in the industry and is an active member of the Maryland Chapter of the Financial Planning Association. Previous Experience Nexit Strategist and Financial Resident at StratWealth Financial Advisor at AXA Advisors Account Manager at Gene Dvorkin Insurance Education & Credentials BS, Northeastern University, Finance and Accounting Management, minor in IT Certified Financial Planner™ (CFP®) Certified Divorce…
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Jan 11 2021
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Amanda Campbell

Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®

Amanda has been in the financial services industry since 2010 and joined Wealthspire in 2020 through the acquisition of StratWealth. As a Certified Financial Planner™ and a Certified Divorce Financial Analyst®, Amanda has made it her life’s mission to ensure that every woman, in any walk of life, understands her wealth in a real and meaningful way. As a CDFA® professional, since 2014, Amanda has specialized in helping clients determine the short-term and long-term financial impacts of any proposed divorce settlement. Her background in financial planning has provided her with the necessary skills to analyze and provide expertise to both clients…
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Jan 27 2020
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Stephanie Carmel

Stephanie Carmel, CFP®, CDFA®, MBA

Stephanie serves as a senior advisor associate in the firm’s New York office, assisting advisors throughout the financial planning process and helping to manage client relationships. Before joining the team, she enjoyed an extensive and successful career at IBM Corporation, holding leadership positions in sales and sales operations where she serviced clients, drove technology and leasing solutions, supported the salesforce, and developed the next generation. In her spare time, Stephanie serves on the Board of FPA MetroNY, does pro bono planning, is a mother of two young adults, and enjoys learning, travelling, theatre, and staying active. Previous Experience Vice President,…
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Oct 16 2019
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Aviva Pinto

Aviva Pinto, CDFA®, CDS

Aviva Pinto joined the firm in 2015 through an acquisition and has over 30 years of experience in the financial services industry. As an advisor, Aviva works with individuals in transition (sale of business, inheritance, divorce, widowed) to determine the most appropriate course of action for their financial assets. She helps guide them so they feel more confident about their financial future. Aviva is currently on the finance council of Forbes.com. A frequent speaker at family office conferences and events, Aviva has been voted one of the Top 50 Businesswomen on Long Island for multiple years and was named one…
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