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 ...
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. ...
Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®
Amanda has been in the financial services industry since 2010 and joined the team in 2020. As a Certified Financial ...
Kimberly S. Magaha, CFP®, AIF®
Kim joined Wealthspire in 2020 along with her previous firm, StratWealth, and serves clients in the Salisbury, Maryland office. Over ...
Joseph P. Garrison, CFP®, AIF®
Joe Garrison is a Managing Director and Advisor in the Maple Lawn, Annapolis, and Salisbury offices. He joined Wealthspire in ...
James M. Griesser, CFP®, AIF®
Jim joined the firm as a Managing Director and Advisor in 2020, working through the Wealthspire Annapolis and Fulton, MD ...
Gary P. Desjardins, CFP®, AIF®, CEP
Gary is a managing director and advisor based in Wealthspire’s Salisbury, MD office. He has been serving clients on the ...
Jennine Ramsey LaCroix, CFP®, MBA, AIF®
Jennine serves as a Managing Director at Wealthspire. Her passion is serving her clients as a trusted adviser and providing ...
James K. Eichelberger, CFP®, AIF®
Jay joined the Wealthspire team in 2020 after his extensive tenure as founding partner and Chairman of StratWealth, where he ...
Katharine Schelhorn, CFP®
Katharine joined the firm’s Reston, VA office in 2020 after working several years as an advisor with a local firm. ...
Stephanie Forrester, CFP®, ChSNC®, AIF®
Stephanie currently serves as an advisor in our Madison, WI office. In this role, she manages client relationships, assists in ...
Stephanie Carmel, CFP®, CDFA®, MBA
Stephanie serves as an assistant vice president and advisor in the firm’s New York office, managing her client relationships and ...
