Bobby Moyer, CFA®, CFP®, CAIA®
Bobby joined the team through the acquisition of ACG Wealth Management, where he worked for 16 years and served as ...
Sandy Wiggins, CFP®, AIF®
Sandy and his team joined Wealthspire through the acquisition of ACG Wealth Management, where he served as President and CEO ...
Chris Jennings, CFP®
Joining the team in 2023 through the acquisition of Heron Wealth, Chris serves as an advisor, providing advice that goes ...
Amanda Phillips-DeSaverio, CFP®
Amanda serves as a financial advisor in our Denver, CO office, bringing over 15 years of experience in financial services ...
Brian Loy, CFA®, CFP®
Brian believes in living life on purpose, rather than “just showing up.” As a junior at the University of California, ...
Michael Lawrence, CFP®, CPWA®, AIF®
Michael serves as an Assistant Vice President and Advisor in our New York City office, drawing from almost a decade ...
Lisa Graham, CFP®
Lisa joined the Seattle team as an Assistant Vice President and Advisor in 2022. Since her start in the industry ...
Ryan Moore, CFP®
Ryan is a Senior Advisor Associate based in our Bay Area offices, where he supports the advisor team in all ...
Pietro Messina, CFP®
Pietro serves as an advisor in our New York City office, leveraging his strong background in financial planning and client ...
Karyn Tylicki, CFP®
Karyn is a Senior Client Service Associate in the Milwaukee office, supporting the office’s team of advisors by completing day-to-day ...
Max Kortegast, CFP®
Max is an advisor based in the firm’s Potomac, MD office, supporting the broader team in all aspects of the ...
Nick Bussard, CFP®
Nick Bussard is a Senior Advisor Associate based in the Seattle office. Nick brings a deep well of positive energy ...