B. Kelly Keydel, CFP®, MBA, CDFA®
Kelly Keydel is a Managing Director and Financial Advisor based in the Seattle office. Going through a life transition or ...
M. Zach Mangels, MSFP, CFP®
Zach Mangels is a Senior Vice President and Financial Advisor based in the San Rafael office. Zach combines his passion ...
Marc E. Austin, CFP®, CPA
Marc joined the Wealthspire team through the acquisition of Private Capital Group, serving as a Financial Advisor and Investment Advisor ...
Amy Miller, CFP®, CDFA®
As a financial advisor, Amy serves a wide range of clients, from younger professionals starting their financial journey to pre-retirees ...
Benjamin D. Kille, CFP®, CIMA®, AIF®
Ben brings over 30 years of experience in the financial industry to his work as an advisor. He joins the ...
Simi Dhall, CFP®
Simi brings 20 years of experience working with clients and wealth advisors to develop, execute, and maintain financial plans that ...
Thomas J. Kavanagh, CFP®, CPWA®️
Tom works extensively with our wealth advisors and clients on developing, executing, and maintaining comprehensive financial plans. Drawing on more ...
Allaire Langdon, CFP®
As a Financial Advisor in our Palm Beach Gardens office, Allaire works with successful business and finance professionals who have ...
Maddy Bowles, CFP®
Maddy serves as an Assistant Vice President and advisor in our New York City office. She is committed to coordinating ...
Matthew Moser, CFP®
As a senior advisor associate in our New York City office, Matt works directly with advisors to assist with the ...
Casey Riviezzo, CFP®
Based in our New York City office, Casey assists with the financial planning and investment needs of clients as an ...
Richard P. Van Benschoten, CFP®
Rick currently serves as Executive Vice President, Business Development, and draws on more than 30 years of experience in managing ...
