Trent Hofmeister, FPQP®
Trent is an advisor associate in our Salisbury, MD office, supporting the team of advisors by helping to manage client ...
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, CFP®, AIF®
Luke is a CFP® professional and Advisor in our Salisbury, Maryland office. He creates customized financial plans for each client ...
Karla Sturmfels, FPQP™
Karla joined the firm in 2020 with the acquisition of StratWealth, where she has spent the last 15 years. Serving ...
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 ...
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 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, CFP®, MBA, AIF®
Jennine serves as a Managing Director at Wealthspire. Her passion is serving her clients as a trusted adviser and providing ...
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 ...