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, 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, CFP®
Nick Bussard is a Senior Advisor Associate based in the Seattle office. Nick brings a deep well of positive energy ...
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, 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, 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, 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, MA, CFP®
Tim Talbott is a Senior Advisor Associate in the San Rafael office. As the modern Renaissance man that he is, ...
Julie Penwell, CFP®
Julie Penwell is an Assistant Vice President and financial advisor based in the Seattle office. Julie found her way to ...
Julie A. Back, CFP®
Julie Back is a Senior Vice President and Financial Advisor based in the Seattle office. Julie has been in financial ...
