B. Kelly Keydel, CFP®, MBA, CDFA®
Kelly Keydel is a Managing Director and Financial Advisor based in the Seattle office. Going through a life transition or ...
Amy Miller, CFP®, CDFA®
As a financial advisor, Amy serves a wide range of clients, from younger professionals starting their financial journey to pre-retirees ...
Tatiana Dadykina, CFP®, CDFA®, AIF®
Tatiana is an advisor based in our Annapolis, Maryland office. As a Certified Financial Planner™ and Certified Divorce Financial Analyst, ...
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 ...
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 ...
Stephanie Carmel, CFP®, CDFA®, MBA
Stephanie serves as an Assistant Vice President and advisor in the firm’s New York office, supporting the broader team of ...
Aviva Pinto, CDFA®, CDS®
Aviva Pinto joined the firm in 2015 through an acquisition and has over 30 years of experience in the financial ...
Martha Staniford
Martha joined the firm in early 2003. She serves as a senior advisor, working with clients to develop, implement, and ...
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 ...
Donna Levy
Donna Levy is a Managing Director and financial advisor at Wealthspire Advisors with over 30 years’ experience serving clients. She ...
