Ayse Isik
Ayse joined the team in 2017 and brought with her several years of administrative, payroll, and HR experience. She quickly gained experience in other areas
Ayse joined the team in 2017 and brought with her several years of administrative, payroll, and HR experience. She quickly gained experience in other areas
Yezmin joined the team in 2020 and currently serves as a Senior Client Operations Associate, bringing more than 20 years of experience in the financial
Lalith joined team in February of 2025 as a Client Service Associate and has since transitioned into an Associate Advisor role. He earned his Bachelor’s
J.T. joined the firm in October 2025 as an Associate Wealth Advisor. He graduated from the University of Kentucky in 2024, earning his B.B.A. in
Richard is a Paraplanner, bringing more than 30 years of experience leading and advising small businesses across a wide range of industries. Throughout his career
Cameron serves as a Wealth Advisor to individuals and families, focusing on investment management and long-term financial planning. He works closely with clients to create
John brings over 30 years of experience in the securities industry, with a career built on rigorous risk discipline and deep market knowledge. He holds
Justin joined the team in 2020 as a Junior Advisor. He has since progressed within the firm, earning promotions to Global Portfolio Analyst in April
Terry is Portfolio Manager and VP of Investment Research with over 25 years of prior experience. Prior to joining Capital Planning Advisors, now Bluespring Wealth
John Chang joined the team in 2022 as a Wealth Advisor. He was drawn to the firm’s commitment to putting clients first, which aligns with
Debbie joined the team in 2015. She has over 25 years of experience in the investment industry, however, her career path began in the field
Mike has transitioned to the Chairman role at Bluespring Wealth Management. This follows two and a half decades of running the legacy Bedell Frazier firm