Get To Know Our Team

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.

Core Value 1Clients Come First
- Clients needs before our own
- No is not the answer; find the solution
- Transformational service & support
Michael T. NovakCPA, PFS, AEPManaging Director
Rich TurgeonCFA, CAIA, MSFXDirector
Hedy T. DemseyDirector
Core Value 2Do What We Say We Will
- We are all 100% accountable for our actions
- No blame
- Under promise and over deliver
Scott SwartzJ.D., LL.M., AEPCounsel and Director
Laura A. CapuozzoFPQPDirector of Operations
Katie MadzsarCFPSenior Associate
Core Value 3Be The Trusted Advisor
- Excellent service
- Integrity or no way
- Deliver on our live well, sleep well
Bill AmbrogioCFPSenior Associate
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
Frank TheissCPASenior Associate
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
Mac McLaughlinAssociate
Shari DombcikCPAAssociate
Trisha NovakClient Service Coordinator
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
Lisa StautiharClient Service Coordinator
Maria Sorgi-AlderClient Service Coordinator
Sara DavenportCPAAccountant
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?”
Nancy KrausClient Service Assistant
Rick ConnerCPAConsultant

About Us