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About Us

Meet the Wellspring family.
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 together


our respective skillsets to be one-phone call, to provide seamless advisory services to help our clients live well and sleep well.

  • Bill Ambrogio
    Bill AmbrogioCFP®Manager​
  • Core Value 1Clients Come First
    • Clients needs before our own
    • No is not the answer; find the solution
    • Transformational service & support
  • Kevin Bruss
    Kevin BrussInvestment Analyst
  • ​Laura Capuozzo
    ​Laura CapuozzoFPQP®Director of Operations
  • Halle Chelko
    Halle ChelkoFPQP®Associate
  • Core Value 2Do What We Say We Will
    • We are all 100% accountable for our actions
    • No blame
    • Under promise and over deliver
  • ​Sara Davenport
    ​Sara DavenportCPA​Accountant
  • ​Shari Dombcik
    ​Shari DombcikCPA​Associate​
  • Colleen Gregorich
    Colleen GregorichOperations & Marketing Associate
  • Nancy Kraus
    Nancy KrausAdministrative Assistant
  • Core Value 3Be The Trusted Advisor
    • Excellent service
    • Integrity or no way
    • Deliver on our live well, sleep well
  • Katie Madzsar
    Katie MadzsarCFP®Director
  • Jake Mays
    Jake MaysAssociate
  • Mac McLaughlin
    Mac McLaughlinCFP®Senior Associate
  • A#39;Shira Nelson
    A'Shira NelsonCPATax Manager
  • Core Value 4Always Look For The Best Way
    • Strive for excellence in our work; great but not perfect
    • Never say “we always do it this way”
    • Be better every day
  • Michael Novak
    Michael NovakCPA/PFS, AEP​®Founder & Managing Director​
  • Core Value 5A Family That Supports Other Families
    • Our clients are family; we are them and they are us
    • Families argue, but love more
    • We work together to get the job done; no place for ego on a team
    • Family before firm
  • Laura Sears
    Laura SearsAdministrative Specialist
  • Andy Siciliano
    Andy SicilianoAssociate
  • James Smerke
    James SmerkeCFP®Associate
  • Core Value 6Heart First, Head Second
    • Show respect and you will get it too
    • Be an empathetic person
    • Listen without judgement
    • Assume the best in others
  • Maria Sorgi-Alder
    Maria Sorgi-AlderFPQP®Administrative Specialist
  • Jenna Staton
    Jenna StatonEADirector
  • ​Lisa Stautihar
    ​Lisa StautiharAdministrative Specialist
  • Core Value 7Always Look Forward
    • Learn from the past, don’t live in it
    • Move ahead
    • Ask “what does the future look like and how should I change for it?”
  • Lauren Stinziano
    Lauren StinzianoAdministrative Specialist
  • ​Scott Swartz
    ​Scott SwartzJ.D., LL.M., AEP​Estate Planning Attorney, ​Counsel
  • Rich Turgeon
    Rich TurgeonCFA, CAIA, MSFSDirector of Investments
  • WE'D LOVE TO HEAR FROM YOUCONTACT US
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