Welcome StratWealth team and clients! Learn more here.

Mar 02 2021
Love0
Jenny Giemza

Jennifer Giemza, CFP®

Jenny serves as an Advisor and is based in the firm’s Madison, WI office. With over 13 years of experience in the high net worth wealth management space, she brings an extensive financial planning background and prioritizes the highest level of client service standards. Previously, Jenny held positions as both an investment advisor and financial advisor, at Bronfman E.L. Rothschild and BMO Harris Financial Advisors, respectively. She has also been a Member of the Board of Directors of Big Brothers Big Sisters of Dane County since 2012. Outside of the office, she enjoys spending her time with her husband Justin…
Read More
Jan 11 2021
Love0

Tatiana Vinogradov, CFP®, CDFA®, AIF®

Tatiana is a Senior Advisor Associate 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 five 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®)…
Read More
Jan 11 2021
Love0
Luke Smith

Luke Smith, CFP®

Luke is a CFP® professional and Senior Advisor Associate in our Salisbury, Maryland office. He works to help create customized financial plans for each client and uphold exceptional standards for communication and service. Prior to joining Wealthspire, Luke was a Financial Advisor at Wells Fargo Advisors. Luke is a Salisbury native, born and raised, and continues to reside there with his fiancé, Heather, and goldendoodle, Castle. Outside of work, he enjoys the outdoors, exercise, and spending time with family. Previous Experience Financial Advisor at Wells Fargo Advisors Education & Credentials BS, Salisbury University, Finance – Investments, summa cum laude Certified…
Read More
Jan 11 2021
Love0
staff

Jennifer Satchell, ChFC®, FPQP™

Jennifer is an Assistant Vice President, Senior Advisor Associate out of the Salisbury, MD office. She dedicates herself to serving clients and team members with a smile on her face. Starting at Legacy StratWealth directly after graduating college in 2014, she has filled many roles including client service, financial planning, and management, before landing in her current role as an Advisor Associate. Jennifer holds both the FPQP and ChFC designations, which give her the knowledge she needs to make an impact in the lives of clients she serves. In her time away from the office, she is a devoted mother…
Read More
Jan 11 2021
Love0

Erik A. Szabocsik, CFP®

Erik joined the team in 2020 through the acquisition of StratWealth, bringing over 12 years of industry experience. As a Certified Financial Planner™, he focuses on partnering with high net worth individuals and families to create comprehensive plans that successfully help them meet their overall wealth goals. Previously, Erik held various positions at Fidelity Investments, serving as a financial consultant after several years as an investments and financial representative. In his spare time, Erik enjoys golfing year-round and snowboarding in the winter. He currently resides in Annapolis, MD with his wife, Jillian, and their dog. Previous Experience Financial Consultant at…
Read More
Jan 11 2021
Love0
Charlie Walker

Charles G. Walker, CFP®, AIF®

Why Wealthspire? Advisor Charlie Walker Shares His "Why" from Wealthspire Advisors on Vimeo. Charlie joined Wealthspire Advisors as part of the legacy StratWealth team and serves as an advisor in the Fulton, Maryland office. Operating as a fiduciary for all clients, he is a dedicated Certified Financial Planner™ with over two decades of experience in serving high net worth clients and their unique needs. He specializes in helping clients navigate complex financial planning issues, trust and trustee matters, and generational wealth transfer within a family. A native of West Hartford, Connecticut, Charlie graduated from Roanoke College and today resides with…
Read More
Jan 11 2021
Love0
Ed von Lange

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. He is dedicated to helping clients meet their financial goals by using a holistic and customized approach to financial planning and investment management, while ensuring a high level of service and trust. Ed also provides fiduciary and risk management assistance to companies with qualified retirement/401(k) plans. He brings over 30 years of experience in the industry, most recently serving as Head of Business Development and a Senior Advisor for StratWealth. Previous Experience Head of Business Development/Senior Advisor at StratWealth Senior…
Read More
Jan 11 2021
Love0
Amanda Campbell

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

Why Wealthspire? Advisor Amanda Campbell Shares Her "Why" from Wealthspire Advisors on Vimeo. 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…
Read More
Jan 11 2021
Love0
Kim Magaha

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 her 17 years in the financial industry, Kim has served in many roles, and today she is immensely proud to advise a diverse set of clients ranging from young professionals in their 30s to retirees in their 90s. Kim has a passion for helping people understand the world of finance by educating them about how different aspects affect them personally. A member of the Professional Partners of the Eastern Shore, Kim serves on the Advisory Council for Salisbury University’s Franklin…
Read More
Jan 11 2021
Love0
Joe Garrison

Joseph P. Garrison, CFP®, AIF®

Joe Garrison is an Advisor in the Maple Lawn, Annapolis, and Salisbury offices. He joined Wealthspire in 2020 as part of the legacy StratWealth team. Joe works with individuals and families to design comprehensive solutions which synchronize all aspects of their financial lives including the areas of investments, taxes, insurance, estates, and trusts. He also has extensive experience working with corporate executives to maximize the value of their equity compensation and benefit plans. Driven by a passion to serve others, Joe finds it particularly rewarding to deliver clients the confidence that comes from knowing that all aspects of their financial…
Read More