Justin deTray, CFP®
Justin deTray is a Managing Director and Advisor in the San Rafael office. Justin helps clients make smart financial decisions ...
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 ...
Luke Smith, CFP®, AIF®
Luke is a CFP® professional and Advisor in our Salisbury, Maryland office. He creates customized financial plans for each client ...
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. ...
Bruce Laning, CFA®
Mr. Laning is a Managing Director at Wealthspire Advisors. In addition to his leadership role, Bruce works directly with clients ...
Michael Delgass, J.D.
Mike uses his extensive prior experience as an attorney to help his clients solve complex financial, tax, investment, and other ...
Jay Czarapata, CFP®, CRPS®
Jay joined the firm in 2011 in our Milwaukee office and is now a Senior Vice President. He earned his ...
Max Meltzer, CFP®
Max joined the firm in 2015 through the acquisition of Highline Wealth Management. In his role as an advisor, Max ...
John Wolff, CFP®, AIF®, CLU®, ChFC®
A dedicated advisor with over 30 years of experience, John joined the firm in 2017 after serving for a decade ...
