Uliana Michaelis, CFP®
Joining the firm in 2018, Uliana currently serves as an Advisor in our Westport and New York offices. She serves ...
Stacey Rosenson, CFP®
Stacey joined the firm in 2018 and serves as an Advisor in our New York office. She works with clients ...
Natalie Truty, CFP®
Natalie joined the firm in 2015 and serves as an Advisor, working with clients to develop, implement and oversee solutions ...
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 ...
Bryan Stretton, CFP®
Bryan joined the firm in 2015 and works as an advisor in our Reston, VA office. He works with ...
Karl Stiegmann, CFP®
Karl joined the team in 2017 following an internship with the firm. He is now an Assistant Vice President and ...
Grant Ruder, CFP®
Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors and the lead for the Reston office. He has been ...
Crystal Cox, MBA, CDFA®, CFP®
Crystal Cox is a financial advisor based in the Madison, WI office and joined the firm in 2017. Taking a ...
Emily Platt, CFP®
Emily joined the firm as a client associate in 2017 after graduating from James Madison University with a degree in ...
Marilyn S. Napoli, CFP®
Marilyn Napoli joined the firm after a long and successful career at well-renowned wealth management firms, including U.S. Trust and ...
Chris Kiessling, CFP®, BFA™
Chris is a financial advisor in our Potomac office and has been with the firm and its predecessors since 2010. ...
Gail Harris, CFP®, CIMA®, CExP™
Gail serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, and ...
