Jonathan C. Connolly
As a seasoned professional with more than 29 years of financial and wealth management industry experience, Jonathan is known for ...
Kadeidra Honey-Brooks, J.D.
Based in our San Rafael, CA office, Kadeidra serves as a Senior Vice President on the Trusts & Estates team, ...
Chip Pyfer, JD, CFP®, CIMA®, CPWA®
Chip Pyfer is a Managing Director and Advisor in the San Rafael office. Chip has held positions in several high-profile ...
Heather Flanagan, J.D., LL.M Taxation, TEP
Heather serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust ...
Richard Yam, J.D.
Prior to joining the firm in 2018, Rich’s legal practice was focused on estate and tax planning, long term care ...
Donna Levy
Donna Levy is a Managing Director and financial advisor at Wealthspire Advisors with over 30 years’ experience serving clients. She ...
Michael Delgass, J.D.
Mike uses his extensive prior experience as an attorney to help his clients solve complex financial, tax, investment, and other ...
Daniel W. Geary, J.D.
Dan joined the firm’s Philadelphia office in 2017 as a managing director. Previously a managing director with the Threshold Group, ...
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 ...
Ashley E. Iddings, CIMA®, CPWA®
Ashley is a Managing Director and head of Wealthspire Advisors’ Potomac, MD office. She has been with the firm and ...
