Katie Mott

Katie Mott

Katie serves as Office Coordinator and Client Service Associate for our West Hartford, CT office, where she works alongside advisors to handle client requests, monitor accounts, process the movements of funds, and more. Joining the team in 2020, Katie enjoys being able to use her years of administrative and creative problem-solving skills to create efficiency and consistency and to deliver exceptional service to clients and the Wealthspire team. Katie also serves as the secretary for Wealthspire’s Diversity, Equity, Inclusion, and Belonging Committee, where she works to track the progress of initiatives and communicate with the firm at large to create…
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Sidney Mao

Sidney Mao

Sidney joined the firm in February 2020 after graduating from the University of Connecticut with a bachelor’s degree in Cognitive Science. Currently serving as an associate on the Client Operations team, she has a passion for helping clients that stems from six years of customer service experience paired with a love for problem solving. Although originally from the Connecticut shoreline, Sidney currently lives in West Hartford, but enjoys traveling back to the shore to visit her family and friends. Previous Experience Client Relationship Specialist at Private Capital Group, LLC Education & Credentials BA, University of Connecticut, Cognitive Science
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Vilas Naralakattu

Vilas Naralakattu, FPQP™

Vilas is a member of the Strategic Growth team based out of the firm’s Fulton, MD office. His role centers on providing regional support, analysis, strategic planning, and execution of strategic organic growth initiatives. Vilas has spent his career in financial services at multiple firms supporting various departments – technology, operations, investments, and now growth. Since joining the financial planning industry, Vilas has developed a passion for bringing financial literacy to all people, early and often. Outside of work, he enjoys spending time with his wife and three kids, watching Baltimore Ravens football, building things by hand, and traveling the…
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Samia Reed

Samia L. Reed, FPQP™

Samia is an Advisor Associate in the firm’s Fulton, Maryland office. In this role, Samia supports advisors by maintaining client relationships through effective communication, assisting in the financial planning process, providing additional tools and research, and exceptional execution of client requests. Before joining the team, Samia worked as a Senior Auditor and Subject Matter Expert in mortgage lending at PHH Mortgage Corporation where she created audit policies and procedures and assisted in the training and development of staff. Currently, Samia serves as a Board Member of the Financial Planning Association of Maryland and is studying to become a Certified Financial…
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Tatiana Vinogradov, CFP®, CDFA®, AIF®

Tatiana is an advisor based in our Annapolis, Maryland office. As a Certified Financial Planner™ and Certified Divorce Financial Analyst, she specializes in providing clients with comprehensive financial planning and assisting individuals who are going through divorce. She has over eight years of experience in the industry and is an active member of the Maryland Chapter of the Financial Planning Association. Previous Experience Nexit Strategist and Financial Resident at StratWealth Financial Advisor at AXA Advisors Account Manager at Gene Dvorkin Insurance Education & Credentials BS, Northeastern University, Finance and Accounting Management, minor in IT Certified Financial Planner™ (CFP®) Certified Divorce…
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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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Travis Walters

Travis Walters

Travis joined the firm in 2011 and serves as an Assistant Vice President of the Client Operations team. He is responsible for the day-to-day servicing and maintenance of client accounts including the preparation and processing of new account and account maintenance documents. Previous Experience Claims Auditor at New York State Workers Compensation Board – Special Funds Conservation Committee Education & Credentials BA, SUNY Buffalo, Political Science
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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, Equity, Inclusion, and Belonging (DEIB) Committee, and acts as the Internship…
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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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Marilyn Napoli

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 Neuberger Berman. Marilyn specializes in working with multi-generation families, providing integrated wealth management services anchored in financial planning. In collaboration with her clients, she develops solutions that enhance their wealth, smoothing intergenerational wealth transitions. She has worked with some of these same families for nearly 20 years, demonstrating both her commitment to the highest level of client service and the value they find in her work. Over two decades, she has worked with business owners and senior managers, professionals in…
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