Certified Financial Planners™

Bobby Moyer

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

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

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

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

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

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

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

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

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

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

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

Nick Bussard, CFP®

Nick Bussard is a Senior Advisor Associate based in the Seattle office. Nick brings a deep well of positive energy ...

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