Salisbury

Trent Hofmeister

Trent Hofmeister, FPQP®

Trent is an advisor associate in our Salisbury, MD office, supporting the team of advisors by helping to manage client ...

Rachel Greene

Rachel L. Greene, FPQP™

Rachel joined the firm in 2016 and is a Senior Client Service Associate in the Salisbury, MD office. She supports ...

Luke Smith

Luke Smith, CFP®, AIF®

Luke is a CFP® professional and Advisor in our Salisbury, Maryland office. He creates customized financial plans for each client ...

Karla Sturmfels

Karla Sturmfels, FPQP™

Karla joined the firm in 2020 with the acquisition of StratWealth, where she has spent the last 15 years. Serving ...

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 ...

Joe Garrison

Joseph P. Garrison, CFP®, AIF®

Joe Garrison is a Managing Director and Advisor in the Maple Lawn, Annapolis, and Salisbury offices. He joined Wealthspire in ...

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 ...

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 ...

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 ...