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191 Woodport Road, Suite 208H, Sparta, NJ 07871

(973) 729-9169
info@mywealthspring.com
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Our Entire Team Is Working for You

When you work with Wealthspring Financial Partners, you’re not just working with one financial advisor; our entire team of wealth managers and certified public accountants go to work for you, helping provide you with tax-optimized investment strategies and a more comprehensive picture of your finances.

Our integrated team of wealth managers and tax experts
work together to provide you with a better financial plan.

Partners

Damien Paumi

Damien J. Paumi, CFP®, AIF® CRPC, CPFA®

Managing Member and Wealth Management Advisor

Diane DeOliveira

Diane DeOliveira, CFP®, AIF®, CRPS®

President and Wealth Management Advisor

Stephen Galli

Stephen Galli, CFP®, CPWA®

Chief Investment Officer

Wealth Services

Anna Perasso

Anna Perasso

Managing Director of Wealth Management and Financial Planning

Berge Avedisian

Berge Avedisian

Wealth Management Advisor

Bruce Hesse

Bruce S. Hesse, CPA, PFS

Wealth Management Advisor

Damien Paumi

Damien J. Paumi, CFP®, AIF® CRPC, CPFA®

Managing Member and Wealth Management Advisor

Diane DeOliveira

Diane DeOliveira, CFP®, AIF®, CRPS®

President and Wealth Management Advisor

Donald Kostka

Donald P. Kostka, CPA/PFS, CFP®

Partner Emeritus

Jake Fierro

Jake Fierro

Tax & Wealth Management Assistant

Joe Policastro

Joe Policastro, CPA

Tax & Wealth Management Assistant

John Taylor

John R. Taylor, Jr., CPA/PFS, CFP®

Partner Emeritus

Kathryn J. Roberts

Kathryn J. Roberts

Wealth Management Assistant

Mary Anne Bohlinger

Mary Anne Bohlinger, CPA, CFP®

Wealth Management Advisor

Rhina Rodriguez

Rhina M. Rodriguez

Wealth Management Assistant

Richard Byank

Richard D. Byank Jr., CFP®, ChFC®, APMA®, CRPC®

Managing Director of Wealth Management & Financial Planning

Stephen Galli

Stephen Galli, CFP®, CPWA®

Chief Investment Officer

Tax & Accounting Services

Biaodeng Zheng

Biaodeng (Bio) Zheng, CPA

Senior Accountant

Brendan Gross

Brendan Gross, CPA, MBA

Tax Partner/Chief Financial Officer

Charles Boniface

Charles Boniface, CPA

Investment, Tax & Accounting Associate

Karen Kohl

Karen Kohl, CPA

Tax Partner

Lynn McCartney

Lynn McCartney

Staff Accountant

Marilyn Burney

Marilyn U. Burney, CPA

Tax & Accounting Manager

Mary Passler

Mary Passler

Office Manager

Michael Rapach Jr.

Michael Rapach Jr., CPA

Certified Public Accountant

Paul Kieschke

Paul R. Kieschke, CPA

Senior Accountant

Sam Saba

Sam A. Saba, E.A.

Tax Consultant

Zach Logan

Zach R. Logan, CPA, MBA

Director of Tax

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