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Brennan L

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Brennan Laporte is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The AYCO Company, L.P./Mercer Allied and Axa Advisors, LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Ryan S

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Ryan Stockbauer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His work history includes roles at Goldman Sachs from 2020 onward, with earlier experience outside the financial sector. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized executive wealth programs, utilizing both discretionary and non-discretionary strategies supported by proprietary research and a broad affiliate network.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Kathleen S

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Kathleen Starr is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. She worked at The AYCO Company, L.P./Mercer Allied for 16 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions and operates within a large integrated financial group with multiple affiliated entities and specialized programs.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Emily A

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Emily Adams is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and previously worked at DeFranceschi & Klemm, PC and the Law Office of John H. Prettyman. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm tailors investment strategies using both discretionary and non-discretionary implementations supported by proprietary research and analytics within the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Kara D

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Kara Deweese is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 credential and three years of industry experience. She has held various roles within Goldman Sachs since 2022 and has additional work experience in retail and equestrian eventing. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research, a range of investment strategies, and access to affiliated Goldman Sachs resources across banking, asset management, and advisory services.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Ryan D

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Ryan Daliege is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Andrew W

Series 66

Irving, TX

Goldman Sachs Wealth Services

Andrew Wood is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated capabilities across the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Charles W

Series 66, Series 65

New York, NY

Goldman Sachs Wealth Services

Charles Wolff is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Goldman Sachs & Co. LLC since 2012, with a brief tenure at The Ayco Company, L.P./Mercer Allied. Based in New York, NY, he has spent the majority of his career within the Goldman Sachs organization. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic allocation models and a range of implementation platforms, leveraging integrated capabilities across the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Caroline D

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Caroline Dean is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and six years of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and Ernst & Young LLP, as well as experience in academic and service positions. Goldman Sachs Wealth Services serves a broad client base ranging from individual investors to institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm employs a range of strategic allocation models and operational tools, integrating capabilities from across the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Alexander V

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Alexander Von Ribbeck Schon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Merrill Lynch and SS04 Simmsallskap and attended Lake Forest College. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams use a range of strategic allocation models and investment tools, leveraging the broader Goldman Sachs ecosystem to provide a variety of tailored financial solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jenna P

Series 66

Saratoga Springs, NY

Goldman Sachs Wealth Services

Jenna Potter is a Series 66-credentialed financial advisor with six years of industry experience, currently with Goldman Sachs Wealth Services since 2018. Her prior experience includes roles at The Ayco Company, L.P. and Mercer Allied. Outside of her advisory work, she serves as a Direct Support Representative at Independent Support Services, assisting a disabled individual on a part-time basis. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Alyssa G

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Alyssa Garcia is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. She holds a Series 66 designation and has recently begun her career in the industry. Prior to joining Goldman Sachs, she has experience in management roles and hospitality. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic allocation models and offers access to alternative investments, leveraging resources across the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Aaron D

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Aaron Difiore is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P. and experience at Le Moyne College and Verrillo Motor Car Company. Goldman Sachs Wealth Services advises a diverse client base including individuals, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized wealth programs and access to alternative investments. The firm employs tailored strategic and tactical allocation models supported by integrated resources across the broader Goldman Sachs organization.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Carolyn S

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Carolyn Sanchez is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation and has been with Goldman Sachs since 2009. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Stefana S

Series 66

Washington D.C., DC

Goldman Sachs Wealth Services

Stefana Stan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, she worked at the State Employee Federal Credit Union and held various roles at Binghamton University and the Niskayuna School District. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research, tactical allocation models, and affiliated Goldman Sachs capabilities to tailor solutions across multiple platforms and fee arrangements.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Brett H

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Brett Higgins is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, his career includes significant tenure at prominent firms in the wealth management sector. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and proprietary analytics as part of an integrated approach within the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Melissa S

Series 66

Troy, MI

Goldman Sachs Wealth Services

Melissa Santoyo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds the Series 66 designation and previously worked at CBRE and Maxim Healthcare Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and manager selections from specialized internal groups, offering a range of fee arrangements and access to affiliated Goldman Sachs capabilities.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Gayane T

Series 66

Troy, MI

Goldman Sachs Wealth Services

Gayane Toukhanian is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and nine years of industry experience. She has worked at Goldman Sachs Ayco since 2017 and previously held roles at Academia Book Buyers and Huntington Technology Finance. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Cassandra F

Series 66

Norwalk, CT

Goldman Sachs Wealth Services

Cassandra Fullilove is a Series 66–licensed financial advisor with 18 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021, following prior roles at United Capital and Raymond James & Associates. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models and proprietary analytics, and offers clients access to a broad range of affiliated Goldman Sachs resources.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Benjamin W

Series 66

Troy, MI

Goldman Sachs Wealth Services

Benjamin Wicks is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held positions at Bridge Business Credit, Lee Industrial Contracting, Kroger, and Michigan State University among others. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research, strategic allocation models, and a range of service platforms across the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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