Get To Know Our Team | Wellspring Financial Advisors

At Wellspring, we do more than just manage and protect our clients' wealth; we engage our clients and their families in a way that shapes their lives both in the present and the future.

Start getting to know our team. You will see that we encompass a variety of backgrounds and a diverse set of experiences. That is the science of who we are.

The art is how we blend our respective skillsets to be one-phone call, to provide seamless advisory services to help our clients live well and sleep well.

Bill AmbrogioCFP®Senior Wealth Advisor, Managing Director
Reid BartonWealth Specialist, Associate
Laura CapuozzoFPQP®Head of Operations, Managing Director
Halle ChelkoCFP®Wealth Specialist, Senior Associate
Danny CookWealth Specialist, Associate
Sara DavenportCPAAccountant, Associate
Shari DombcikCPATax Specialist, Associate
Nicole FerraroClient Service Specialist, Senior Associate
Core Value 1Clients first
- Always act in clients' best interest - communication & transparency
- Listen to clients with empathy - trusted advisor
- Provide goals-driven advice & service - "Live Well. Sleep Well." promise
Eric HannaWealth Specialist, Associate
Robert JacksonCPASenior Tax Advisor, Director
Core Value 2Strive for excellence
- Under promise & over deliver - exceed expectations
- Always find a solution - "no" is not the answer
- Pursue the highest quality in service, performance, & products
Jeff KadlicPresident & Chief Operating Officer
Ashley LopezClient Service Specialist, Associate
Katie MadzsarCFP®, AEP®Senior Wealth Advisor, Managing Director
Jocelyn MaldonadoInvestment Operations, Director
Germaine MartinSenior Wealth Advisor, Managing Director
Core Value 3Better together
- Promote teamwork & open communication - mutual respect & support
- Work together to drive innovation & collaboration
- Prioritize team member growth & encourage continuous learning
Mac McLaughlinCFP®Senior Wealth Advisor, Managing Director
A'Shira NelsonCPATax Manager, Director
Michael NovakCPA/PFS, AEP®Founder & CEO
Amy PalladinoClient Service Specialist, Associate
Bud RadisCPAWealth Specialist, Senior Associate
Core Value 4Cultivate inclusivity
- Foster an inclusive environment where employees can be authentic selves
- Embrace individual & cultural differences
- Leverage different perspectives = better ideas, solutions, & opportunities
Liz RygalskiInvestment Analyst, Associate
Core Value 5Give back
- Serve our communities with time, talent, & treasure
- Strive to make a difference everyday
Laura SearsClient Service Specialist, Associate
Andy SicilianoCFP®Wealth Specialist, Senior Associate
Johnny SirpillaChief Experience Officer
James SmerkeCFP®Wealth Specialist, Senior Associate
Maria SorgiFPQP®Client Service Specialist, Senior Associate
Jenna StatonEASenior Wealth Advisor, Managing Director
Lisa StautiharClient Service Specialist, Executive
Rich TurgeonCFA, CAIA, MSFSCIO, Senior Managing Director
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