Meet Our Team
Welspirion Directors
Bob Stamm, CFP®
Founder | Managing Principal
Tam Passow
Director of Operations
Chriss Lee
Director of Marketing
Investment Committee
Mark Wesson, CFP®, CKA®
CEO EverSource Wealth Advisors
Daniel Phillips, CFA®, CFP®
Chief Investment Officer
Glenn Waddell
General Counsel and Chief Compliance Officer
Investment Operations
Adam Atkinsons
Senior Investment Operations Associate
Andrew Murphy
Senior Trading
Carlton Neil
Senior Investment Analyst
Ian Thompson
Senior Investment Analyst
Zach Graybill
Investment Operations Associate
Marketing
Ed Hart
Director of Business Development
Tara Miller
Marketing Consultant
Micah Darlington
Marketing Specialist
Operations
Rhonda Hitchcock
COO
Beth Prinz
Operations Manager
Compliance
Jenny Freihage
Senior Compliance Associate
Glenn Waddell
General Counsel
Values-based wealth management for individuals and families seeking clarity, confidence, and purpose-driven financial strategies.
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