Our Mission: To help empower our clients to fulfill their dreams and inspire them to make a greater impact in the lives of their families and community.


Our advisors

Kimberly St Pierre

CFP®, APMA

Private Wealth Advisor

Chief Executive Officer of TruSpire Wealth Advisors
Learn more about Kimberly St Pierre Visit Kimberly St Pierre's website

Maria Shields

APMA, CRPC, MBA

Private Wealth Advisor

President of TruSpire Wealth Advisors
Learn more about Maria Shields Visit Maria Shields's website

Ivelis Valles

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ivelis Valles Visit Ivelis Valles's website

Jane S Kerr

CFP®, APMA

Financial Advisor

Learn more about Jane S Kerr Visit Jane S Kerr's website

Samantha Lynne Frick

MBA, CRPC, APMA

Financial Advisor

Learn more about Samantha Lynne Frick Visit Samantha Lynne Frick's website

Erica L Wadel

CLTC®, CLU®, RHU®

Financial Advisor

Learn more about Erica L Wadel Visit Erica L Wadel's website


Our 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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Ashley Nickl

Ashley Nickl

Operations Director,

Paraplanner

Qualifications

  • Bachelor of Science Business Finance, Minor Mathematics Ramapo College

  • CERTIFIED FINANCIAL PLANNER™ practitioner

  • FINRA Series 7 -General Securities Representative Examination

  • FINRA Series 65 - Uniform Investment Advisor Law Examination

  • FINRA Series 63 -Uniform Securities Agent State Law Examination

  • General Lines - Life, Accident and Health - Pennsylvania

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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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Danielle Cuthbertson

Danielle Cuthbertson

Client Service Specialist

Qualifications

  • Bachelor of Science in Finance, Coastal Carolina University

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Pamela Keim

Pamela Keim

Operations Specialist

Qualifications

  • Bachelor of Science in Business Management, Bloomsburg University

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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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Beth Lovell

Beth Lovell

Client Service Specialist

Lisa Peeters

Lisa Peeters

Financial Planning Specialist,

Marketing Specialist

Qualifications

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

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Karen Zartman

Karen Zartman

Client Service Coordinator

Veronica Witkowski

Veronica Witkowski

Client Service Specialist

Qualifications

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

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Max Allen

Max Allen

Intern

Christina L. Melvin

Christina L. Melvin

Office Manager,

Marketing Specialist

Qualifications

  • B.S. in Travel and Tourism/Business Admin., Davis & Elkins College

Roles & Responsibilities

  • Provides superior service to all our clients.
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Tammy L. Orehek

Tammy L. Orehek

Client Service Specialist

Michael McCarthy

Michael McCarthy

Financial Planning Assistant

Ashley McMillan

Ashley McMillan

Assistant