Broker Check

People

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.

Wealth Services

Anna Perasso

Anna Perasso

Managing Director of Wealth Management and Financial Planning

Douglas Barr

Douglas Barr, CPA, PFS, CFP®

Director, Wealth Management & Planning

Jake Fierro

Jake Fierro

Tax & Wealth Management Assistant

Mary Salas

Mary Salas, CPA, PFS

Director, Wealth Management & Planning

Richard Byank

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

Managing Director of Wealth Management & Financial Planning

Sandy Cummins

Sandy Cummins

Financial Services Coordinator

William Pretory

William Pretory

Managing Director of Wealth Management & Financial Planning

Have a Question?

Thank you!
Oops!