May 23 2022
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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 and a relentless work ethic to the team. He loves the challenge of solving financial problems, but he got into this business to help people live the lives they dream about. He exemplifies the blend of empathy and intellect that is required to help guide people to the financial choices that are right for them. A team player in every sense of the word, Nick is an avid athlete and an avid fan, further evidence of the hard work and…
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May 23 2022
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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 crystallize what matters most in life. She's an outside partner who creates financial plans that hone in on your priorities, dreams, and moon-shot goals. Real wealth is the opportunity to focus on life's possibilities, and then act on it. Given Amanda's background in start-up incubation, impact investing, and venture philanthropy, it's no surprise that she loves working with business owners and anyone enthusiastic about the opportunity to use their capital, expertise, or time to ignite positive change in the world.…
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May 23 2022
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Kevin Gahagan

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 with business owners, professionals, and corporate executives to provide advanced financial planning, retirement solutions, and investment strategies. He has been recognized by the San Francisco Business Times as one of the "Bay Area’s Top Twenty-Five Independent Wealth Advisors," identified as a "Top Advisor" by Reuters AdvicePoint, and recognized by the Consumer Research Council of America as one of "America’s Top Financial Planners." Kevin is a Certified Financial Planner™ professional, a Certified Investment Management Analyst (CIMA®), Certified Estate Planner (CEP), and Certified Investment…
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May 23 2022
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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 of Private Ocean Wealth Management, as well as the co-founder of Junxure CRM, Greg has served the financial services industry for over three decades as a champion for advisors and an advocate for innovative financial technology. He has won countless awards for his work, including the Schwab IMPACT® award for Best-in-Tech in 2007. Greg was also recognized in InvestmentNews' 2017 Class of Icons and Innovators for his contribution to the advancement of the financial advice profession and for conceiving new ideas and…
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May 23 2022
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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 investment advisory and tax firms and at Wealthspire he brings an extensive background in family wealth and independent financial planning, investment management, executive compensation, retirement planning, and risk management analysis. He also has a deep working knowledge of portfolio optimization and concentrated equity positions. Chip enjoys building personal relationships with his clients and in listening to their unique experiences he is able to focus on finding the right planning solutions to help improve outcomes. His mission is to understand the…
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May 23 2022
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Steve Branton

Steve Branton, CFP®, CPCC®

Steve Branton is a Senior Vice President and Advisor in the San Francisco office. Steve’s mission is to serve clients as their key thought partner in the design of their financial life plans. From development and through ongoing implementation, he brings his technical expertise and coaching skills to help clients achieve their financial goals and dreams. An experienced Bay Area financial planner and advisor, Steve has been interviewed by the Wall Street Journal, USA Today, Time Magazine, San Francisco Business Times, and other publications, and writes articles on a variety of financial topics, including cross-border planning, crowdfunding, and marriage planning.…
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May 23 2022
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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, Tim provides a wide range of support for our advisory team. Whether working directly with clients, gathering data and research, modeling financial plans, building scenarios and designing cases, or developing presentations, Tim’s goal is to provide excellent service that leaves everyone he works with feeling uplifted, inspired, joyful and at ease. Prior to joining the firm in 2011, Tim ran his own tax debt consulting company for several years, which inspired him to continue his career path toward becoming a…
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May 23 2022
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Julie Penwell

Julie Penwell, CFP®

Julie Penwell is an Assistant Vice President and Advisor based in the Seattle office. Julie found her way to wealth management through a strong passion for helping others and a long-time interest in financial planning. Following this passion, she studied Personal Financial Planning, Forecasting Economics, and Accounting at Central Washington University. Julie serves clients across the West Coast and is eager to help clients understand their overall financial picture. Additionally, she co-leads an internal research team for our financial planning software and aids in developing best practices for our Advisor team. During her collegiate career, Julie served as an intern…
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May 23 2022
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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 services since 1987. She believes in empowering her clients to feel confident and informed when making financial decisions. As an avid educator, Julie has spent a career helping people understand the complexities of their finances at a level that is most comfortable to them. She counsels her clients to be flexible, patient, and to understand why their behavior is the biggest contributor to their success. All of this, Julie believes, begins with trust, and she takes immense satisfaction from offering…
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May 23 2022
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Bill Bockwoldt

Bill Bockwoldt, MBA, CFP®, CEPA®

Bill Bockwoldt is a Senior Vice President and Advisor in the San Rafael office. Bill has over 20 years of corporate development, management, and marketing experience across several high-technology industries. As a founder of a successful software and consulting business and an experienced real estate investor, he understands the unique personal challenges of business ownership. He has engineering and business management degrees and is dedicated to serving clients in the areas of financial and retirement planning, with an emphasis on risk management and sustainability. Bill has taught children about economics and finance at Junior Achievement of Northern California. He has also participated…
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