Stacey Rosenson

Stacey Rosenson, CFP®

Stacey joined the firm in 2018 and serves as an Advisor. Stacey works with clients to develop, implement, and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy. Previous Experience Joel Isaacson & Co., LLC Berson and Corrado Investment Advisory Services UBS Financial Services Education & Credentials BS, University of Maryland – Smith School of Business Certificate in Financial Planning, School of Professional Studies at New York University Certified Financial Planner™     Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design)…
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Alia Wagenhoffer

Alia Wagenhoffer, CFP®

Alia Wagenhoffer joined the firm in 2015 through the acquisition of Highline Wealth Management, where she began her career in 2012. After working with clients for over five years, Alia combined her passion for client service with her interest in technology, and entered a role dedicated entirely to ensuring efficiency in technology platforms. She provides ongoing training and support for advisor suite of software in order to help advisors better utilize the available tools and better serve clients. Her consistent management of various digital platforms, in addition to her membership in the ACE Committee, ensures a high-quality, consistent client experience.…
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Natalie Truty

Natalie Truty, CFP®

Natalie joined the firm in 2015 and serves as an Advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy. Previous Experience Research Coordinator at University of Pittsburgh Decision Neuroscience Lab Education & Credentials BS, The University of Pittsburgh, Psychology Executive Certificate in Financial Planning, Duquesne University Certified Financial Planner™     Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s…
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Andy Weissman

Andrew S. Weissman, J.D., CFP®

Andy is a Certified Financial Planner™ professional who excels at developing and explaining concepts, strategies, and tools that improve the client’s experience and keep them fully engaged in the management of their financial resources and estate plans. As a member of the New York State Bar since 1986, Andy uses his legal training to educate clients on how the titling of assets, the use of trusts, and their estate plans interact and affect their financial plans. He is also a member of the New York State Bar Association’s Trusts & Estates and Elder Law & Special Needs sections. Prior to…
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Mike Tyler

Michael Tyler, CFP®

Michael joined the firm in 2017 as an advisor associate in our Milwaukee, WI office. Now in his role as a financial advisor, Mike enjoys further collaboration with clients in the financial planning process and being able to implement strategies that help them achieve their goals in each phase of life. He embraces the unique circumstances and challenges that clients of different backgrounds, occupations, and ages have to offer. Previously, Mike worked at U.S. Bancorp Fund Services as an Alternative Investments Administrator and former Mutual Fund Representative. A graduate of the University of Wisconsin - Stevens Point, he earned a…
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Bryan Stretton

Bryan Stretton, CFP®

Bryan joined the firm in 2015 and works as a Senior Advisor Associate in our Reston, VA office. He works closely with advisors to manage client communications and assist in all other aspects of financial planning. Bryan uses his experience and expertise in analyzing and creating highly customized plans for clients to deliver exceptional service to affluent families and individuals. He enjoys working closely with his clients to understand their goals and objectives to provide tailored solutions with ongoing monitoring and support. Prior to joining Wealthspire, he was a Financial Advisor with a wealth management firm in Virginia. Residing in…
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Karl Stiegmann

Karl Stiegmann, CFP®

Karl joined the firm in 2017 following an internship program with the company and completion of his undergraduate studies. Originally from Glen Allen, Virginia, Karl supports advisors in the Potomac office by working with clients on their day-to-day needs. Previous Experience Financial Planning Intern at Bronfman Rothschild Wealth Management Intern at Advanced Wealth Management, LLC Education & Credentials BS, Virginia Polytechnic Institute and State University, Finance Certified Financial Planner™ Series 65 license     Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which…
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Grant Ruder

Grant Ruder, CFP®

Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors and has been with the firm and its predecessors since 2007. With over a decade of experience as a fiduciary and objective advisor, he has supported high net worth individuals and their families, endowments, and other institutional clientele. No matter the client’s unique circumstances, Grant has demonstrated the ability to integrate key areas of investment management, cash flow and retirement planning, insurance, estate and tax situations. This ensures clients he is considering a wide range of variables that could impact their financial lives while most importantly, managing their risk. Grant’s…
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Crystal Wipperfurth

Crystal Cox, CFP®, CRPC®

Crystal has been in the financial services industry since 2011 and joined the firm in 2017. Crystal utilizes a comprehensive approach to wealth management that ensures client portfolios are properly aligned with their risk tolerance and goals. Her priority is to build deep relationships with clients so she can communicate in ways that are relatable and clear. She values being approachable, making her a strong personal advocate for all her clients. Internally at Wealthspire, Crystal is active in the Financial Planning Committee, serves as Deputy Chair of the Diversity, Inclusion, and Belonging (DIBs) Committee, and acts as the Internship Coordinator…
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Emily Platt

Emily Platt, CFP®

Emily joined the firm as a client associate in 2017 after completing her undergraduate degree in Finance at James Madison University. While at JMU, Emily served as a member of the Madison Investment Fund, helping to manage a long-only equity portfolio within the University’s endowment. She spent two summers as an investment banking analyst with Wells Fargo Securities, contributing industry research and modeling pro forma financials for mergers and acquisitions. In November 2018, Emily transitioned to an internal investment role, supporting the firm’s Chief Investment Officer. As a member of this team, Emily is focusing on asset allocation, manager research…
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