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Jan 11 2021
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Rachel L. Greene, FPQP™

Rachel joined the firm in 2016 and is a Client Service Associate in the Salisbury, MD office. She supports wealth advisors throughout the financial planning process by helping service and manage client relationships. She also serves our clients as a Maryland Notary Public. Rachel joined the firm with over a decade of experience in administrative and management roles and is passionate about client service. Rachel serves the community by volunteering with EWC Adopt-A-Block Outreach to battle food insecurity. She enjoys spending time with family & friends, singing, and playing volleyball. Rachel is an Eastern Shore native and currently resides in…
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Jan 11 2021
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Luke Smith, CFP®

Luke is a CFP® professional and Senior Advisor Associate in our Salisbury, Maryland office. He works to help create customized financial plans for each client and uphold exceptional standards for communication and service. Prior to joining Wealthspire, Luke was a Financial Advisor at Wells Fargo Advisors. Luke is a Salisbury native, born and raised, and continues to reside there with his fiancé, Heather, and goldendoodle, Castle. Outside of work, he enjoys the outdoors, exercise, and spending time with family. Previous Experience Financial Advisor at Wells Fargo Advisors Education & Credentials BS, Salisbury University, Finance – Investments, summa cum laude Certified…
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Jan 11 2021
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Karla Sturmfels, FPQP™

Karla joined the firm in 2020 with the acquisition of StratWealth, where she has spent the last 15 years. Serving as a senior client service associate, her role includes overseeing other client service associates in our Salisbury, Fulton, and Annapolis offices, as well as managing the Salisbury office. She has a passion for client service and takes pride in providing clients with excellent support. Outside the office, she enjoys reading, traveling, and spending time with family and friends. Previous Experience Director, Nexit Strategy at StratWealth Nexit Strategist at StratWealth Receptionist at StratWealth Education & Credentials Financial Planning Qualified Professional (FPQP™)
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Jan 11 2021
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Jennifer Satchell, FPQP™, CFP®

Jennifer is an Assistant Vice President, Senior Advisor Associate out of the Salisbury, MD office. She dedicates herself to serving clients and team members with a smile on her face. Starting at Legacy StratWealth directly after graduating college in 2014, she has filled many roles including client service, financial planning, and management, before landing in her current role as an Advisor Associate. Jennifer holds both the FPQP and ChFC designations, which give her the knowledge she needs to make an impact in the lives of clients she serves. In her time away from the office, she is a devoted mother…
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Jan 11 2021
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Kim Magaha

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 her 17 years in the financial industry, Kim has served in many roles, and today she is immensely proud to advise a diverse set of clients ranging from young professionals in their 30s to retirees in their 90s. Kim has a passion for helping people understand the world of finance by educating them about how different aspects affect them personally. A member of the Professional Partners of the Eastern Shore, Kim serves on the Advisory Council for Salisbury University’s Franklin…
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Jan 11 2021
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Joe Garrison

Joseph P. Garrison, CFP®, AIF®

Joe Garrison is an Advisor in the Maple Lawn, Annapolis, and Salisbury offices. He joined Wealthspire in 2020 as part of the legacy StratWealth team. Joe works with individuals and families to design comprehensive solutions which synchronize all aspects of their financial lives including the areas of investments, taxes, insurance, estates, and trusts. He also has extensive experience working with corporate executives to maximize the value of their equity compensation and benefit plans. Driven by a passion to serve others, Joe finds it particularly rewarding to deliver clients the confidence that comes from knowing that all aspects of their financial…
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Jan 11 2021
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Gary Desjardins

Gary P. Desjardins, CFP®, AIF®, CEP

Gary is a managing director and advisor based in Wealthspire’s Salisbury, MD office. He has been serving clients on the East Coast as a Certified Financial Planner™ for over 25 years, using his credentials and prior career in banking to help clients manage their personal financial statements, cash flow, retirement goals, business continuation, and personal estates. The mission statement behind his daily work is “we serve other to make lives better.” Previous Experience Founder and Partner at Strategic Wealth Management Group, LLC. (StratWealth) First National Bank of Maryland (now M&T Bank) Education & Credentials BS, Salisbury University, Business Certified Financial…
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Jan 11 2021
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Jennine Ramsey LaCroix

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 them with clarity and confidence in their financial lives. She works primarily in the Annapolis and Fulton, MD offices and is involved in committing time and resources to many local community organizations. Jennine lives in Annapolis, Maryland with her husband Christopher and two daughters. Previous Experience Founding Partner and Senior Adviser at StratWealth Financial Adviser Associate at Law & Associates, Inc. Education & Credentials BBA, Marymount University, Finance MBA, Marymount University, Finance Certified Financial Planner™ (CFP®) Accredited Investment Fiduciary® (AIF®)…
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Jan 11 2021
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Jay Eichelberger

James K. Eichelberger, CFP®, AIF®

Jay joined the Wealthspire team in 2020 after his extensive tenure as founding partner and Chairman of StratWealth, where he and his partners built a multiple award-winning financial advisory firm. He is now a Managing Director and advisor with Wealthspire, serving clients from the firm’s Fulton and Annapolis, MD offices. Jay has been listed as one of the 250 Top U.S. Advisers in Worth Magazine in 2001, 2002, and 2004, and is the 2015 recipient of SmartCEO’s Money Manager Award. James is a past President and Chairman of the Board of Directors of the Maryland Institute of Certified Financial Planners.…
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