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Aug 04 2021
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Megan John

Megan John, CFP®

Megan serves as a Client Service Associate in our New York office, helping advisors with day-to-day management of client relationships and supporting the broader team. She previously worked as an administrative assistant for a private family office in New York and is a freelance bookkeeper for various businesses. A native of Ohio and graduate of the Cleveland Institute of Art, she now resides in New York City and enjoys the arts in her spare time. Previous Experience Administrative Assistant, Private Family Office Bookkeeper, Freelance Education & Credentials BFA, Cleveland Institute of Art, Ceramics Certificate in Financial Planning, New York University…
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Jul 12 2021
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Emily Herrup

Emily Herrup, CFP®

Emily is an advisor associate in our New York office, supporting the team of advisors in their day-to-day work with clients. As a Certified Financial Planner™, she helps advise on all aspects of the financial planning process and assists in the overall management of client relationships. Previously, Emily worked for several years as both a Relationship Manager and Financial Representative at Fidelity Investments, where she developed a strong foundation of industry knowledge and client service skills. Outside of the office, Emily is an active member of the New York Junior League. Originally from the Berkshires in western Massachusetts, she now…
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Jun 09 2021
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Dominick Matteo

Dominick Matteo, CFP®

Dominick serves as an advisor associate in our New York office, working with the broader advisor team in managing client relationships and supporting them in the financial planning process. Developing a foundation of industry knowledge through Virginia Tech’s financial planning program, he is now a Certified Financial Planner™ with several years of experience at multiple wealth management firms. An avid Hokies and Yankees fan, Dominick also enjoys traveling and staying active in his spare time. Previous Experience Paraplanner at Novi Wealth Partners, LLC (formerly Private Wealth Management Group, LLC) Financial Planning Intern at Private Wealth Management, LLC Summer Intern at…
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Mar 02 2021
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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…
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Jan 11 2021
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Tatiana Vinogradov, CFP®, CDFA®, AIF®

Tatiana is an advisor 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®) Certified Divorce…
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Jan 11 2021
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Luke Smith

Luke Smith, CFP®, AIF®

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…
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Jan 11 2021
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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…
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Jan 11 2021
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Charlie Walker

Charles G. Walker, CFP®, AIF®

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 his wife and kids in the Baltimore area. He serves on the advisory…
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Jan 11 2021
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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…
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Jan 11 2021
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Amanda Campbell

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

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 her with the necessary skills to analyze and provide expertise to both clients…
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