TruSpire Wealth Advisors

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Team photo for TruSpire Wealth Advisors
Team photo for TruSpire Wealth Advisors

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Advisors

Advisor photo for Kimberly St Pierre

Kimberly St Pierre

CFP®, APMA®

Private Wealth Advisor

Chief Executive Officer of TruSpire Wealth Advisors
Visit Kimberly St Pierre's website
Advisor photo for Jane S Kerr

Jane S Kerr

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Jane S Kerr's website
Advisor photo for Ashley Nickl

Ashley Nickl

CFP®

Financial Advisor

Operations Director
Visit Ashley Nickl's website
Advisor photo for Erica L Wadel

Erica L Wadel

CLU®, RHU®

Financial Advisor

Insurance Specialist
Visit Erica L Wadel's website


Team

James Brignall

James Brignall

Business Development Director,

Chief Operating Officer of TruSpire Wealth Advisors

Qualifications

  • Bachelor of Science in Finance, Minnesota State University

  • FINRA Series 7 - General Securities Representative Examination

  • FINRA Series 66 - Uniform Combined State Law Examination

  • FINRA Series 24 - General Securities Principal Examination

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Barbara Spitzlei

Barbara Spitzlei

Paraplanner,

Client Service Manager

Qualifications

  • Bachelor of Science in Business Administration, Susquehanna University

  • FINRA Series 7 -General Securities Representative Examination

  • FINRA Series 66 -Uniform Combined State Law Examination

  • FINRA Series 55 - Equity Trader Examination

  • General Lines -Life, Accident and Health - Pennsylvania

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Max Allen

Max Allen

Paraplanner

Qualifications

  • Bachelor of Science in Economics, West Chester University of Pennsylvania

  • FINRA Series 7 -General Securities Representative Examination

  • FINRA Series 66 -Uniform Combined State Law Examination

  • General Lines -Life, Accident and Health - Pennsylvania

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Lisa Peeters

Lisa Peeters

Financial Planning Specialist,

Marketing Specialist

Qualifications

  • Bachelor of Business Administration in Finance & Marketing, University of Wisconsin-Milwaukee

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Pamela Keim

Pamela Keim

Operations Specialist

Qualifications

  • Bachelor of Science in Business Management, Bloomsburg University

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Michael Imms

Michael Imms

Paraplanner

Qualifications

  • Bachelor of Arts in History, West Chester University of Pennsylvania

  • FINRA Series 7 - General Securities Representative Examination

  • FINRA Series 63 - Uniform Securities Agent State Law Examination

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Kelli Simples

Kelli Simples

Client Service Coordinator

Qualifications

  • Master of Science in Consumer Science, Purdue University West Lafayette

  • Bachelor of Arts in Merchandising Management, Michigan State University East Lansing

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Veronica Witkowski

Veronica Witkowski

Client Service Specialist

Qualifications

  • Bachelor of Science in Human Development and Family Studies, Penn State University

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Danielle Cuthbertson

Danielle Cuthbertson

Client Service Specialist

Qualifications

  • Bachelor of Science in Finance, Coastal Carolina University

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Beth Lovell

Beth Lovell

Client Service Specialist