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, Director
Core Value 1Clients Come First
- Clients needs before our own
- No is not the answer; find the solution
- Transformational service & support
Kevin BrussPortfolio Manager, Senior Associate
Laura CapuozzoFPQP®Head of Operations, Managing Director
Halle ChelkoFPQP®Wealth Specialist, Senior 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 DavenportCPAAccountant, Associate
Shari DombcikCPATax Specialist, Associate
Colleen GregorichMarketing Manager, Senior Associate
Nancy KrausOffice Assistant, Administrative Associate
Core Value 3Be The Trusted Advisor
- Excellent service
- Integrity or no way
- Deliver on our live well, sleep well
Katie MadzsarCFP®Senior Wealth Advisor, Managing Director
Jake MaysWealth Specialist, Associate
Mac McLaughlinCFP®Senior Wealth Advisor, Director
A'Shira NelsonCPATax Manager, Director
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 NovakCPA/PFS, AEP®President & CEO
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
Liz RobinsonInvestment Analyst, Associate
Laura SearsClient Service Specialist, Associate
Andy SicilianoWealth Specialist, Associate
James SmerkeCFP®Wealth Specialist, Associate
Maria Sorgi-AlderFPQP®Client Service Specialist, 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
Jenna StatonEASenior Wealth Advisor, Managing Director
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?”
Lisa StautiharClient Service Specialist, Associate
Lauren StinzianoClient Service Specialist, Associate
Rich TurgeonCFA, CAIA, MSFSCIO, Senior Managing Director
WE'D LOVE TO HEAR FROM YOUCONTACT US