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Our Team

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 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®Senior Wealth Advisor, Managing Director
  • Core Value 1Clients Come First
    • Clients needs before our own
    • No is not the answer; find the solution
    • Transformational service & support
  • Kevin Bruss
    Kevin BrussPortfolio Manager, Senior Associate
  • ​Laura Capuozzo
    ​Laura CapuozzoFPQP®Head of Operations, Managing Director
  • Halle Chelko
    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 Davenport
    ​Sara DavenportCPA​Accountant, Associate
  • ​Shari Dombcik
    ​Shari DombcikCPA​Tax Specialist, Associate​
  • Colleen Gregorich
    Colleen GregorichMarketing Manager, Director
  • Nancy Kraus
    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 Madzsar
    Katie MadzsarCFP®, AEP​®Senior Wealth Advisor, Managing Director
  • Jake Mays
    Jake MaysWealth Specialist, Associate
  • Mac McLaughlin
    Mac McLaughlinCFP®Senior Wealth Advisor, Managing Director
  • A#39;Shira Nelson
    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 Novak
    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 Robinson
    Liz RobinsonInvestment Analyst, Associate
  • Laura Sears
    Laura SearsClient Service Specialist, Associate
  • Andy Siciliano
    Andy SicilianoWealth Specialist, Associate
  • James Smerke
    James SmerkeCFP®Wealth Specialist, Senior Associate
  • Maria Sorgi
    Maria SorgiFPQP®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 Staton
    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 Stautihar
    ​Lisa StautiharClient Service Specialist, Associate
  • Lauren Stinziano
    Lauren StinzianoClient Service Specialist, Associate
  • Rich Turgeon
    Rich TurgeonCFA, CAIA, MSFSCIO, Senior Managing Director
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