Certified Financial Planners™

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 ...

Pietro Messina

Pietro Messina, CFP®

Pietro serves as an advisor in one of our New York City offices, leveraging his strong background in financial planning ...

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 ...

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 ...

Amanda Fox

Amanda Fox, MBA, CFP®

Amanda Fox is a Vice President and Advisor in the San Rafael office. She believes a thoughtful advisor helps you ...

Kevin Gahagan, CFP®, CIMA®, CEP, CIMC

Kevin Gahagan is a Managing Director and financial advisor at Wealthspire Advisors based in San Francisco. He specializes in working ...

Greg Friedman

Greg Friedman, MS, CFP®

Greg Friedman is the Chief Strategy Officer of Wealthspire Advisors and the West Region Leader. Formerly the co-founder and CEO ...

Chip Pyfer

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Chip Pyfer is a Managing Director and Advisor in the San Rafael office. Chip has held positions in several high-profile ...

Steve Branton

Steve Branton, CFP®, CPCC®

Steve’s mission is to serve clients as their key thought partner in the design of their financial life plans. His ...

Tim Talbott

Tim Talbott, MA, CFP®

Tim Talbott is a Senior Advisor Associate in the San Rafael office. As the modern Renaissance man that he is, ...

Julie Penwell

Julie Penwell, CFP®

Julie Penwell is an Assistant Vice President and financial advisor based in the Seattle office. Julie found her way to ...

Julie Back

Julie A. Back, CFP®

Julie Back is a Senior Vice President and Financial Advisor based in the Seattle office. Julie has been in financial ...