Wellspring Family Office

Michael Novak is a PFS™ credentialed advisor with 21 years of industry experience. He has been with Wellspring Financial Advisors, LLC since 2007. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a broad range of services including investment advisory, comprehensive financial and estate planning, income tax planning and preparation, and family office functions, employing an open-architecture investment approach that combines passive and active strategies.

Kathryn Madzsar is a CFP® professional with eight years of industry experience, currently with Wellspring Family Office in Cleveland, OH. She has been with Wellspring Financial Advisors since 2014. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a comprehensive range of services including investment advisory, financial and estate planning, income tax planning, risk management, and business succession planning, using an open-architecture investment approach that emphasizes strategic asset allocation and tax efficiency.

Andrew Doepker is a CFP® professional currently with Wellspring Family Office, bringing four years of prior experience at Summit Financial Strategies and graduate-level education completed in 2022. He has been with Wellspring since 2026. Wellspring Family Office serves high-net-worth individuals, families, trusts, and estates with a range of services including investment advisory, financial and estate planning, income tax planning, and business succession planning. The firm employs an open-architecture investment approach that combines passive and active strategies, emphasizing tax efficiency and long-term asset allocation.

Richard Turgeon is a CFA® charterholder and holds a Series 63 license, with eight years of industry experience. He has worked at Wellspring Financial Advisors since 2014. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a broad range of services including investment advisory, comprehensive financial and estate planning, income tax planning and preparation, risk management, strategic philanthropy, business succession planning, and bill-payment services, utilizing an open-architecture investment approach that combines passive and active strategies.

Eric Hanna is a CFP® affiliated with Wellspring Family Office in Cleveland, OH, where he has been employed since 2023. He is new to the financial advisory industry, having no prior experience before joining Wellspring. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a broad range of services including investment advisory, financial and estate planning, tax planning, risk management, philanthropy, business succession, and bill-payment services, utilizing an open-architecture investment approach that emphasizes strategic asset allocation and tax efficiency.

Jennifer Staton is a CFP® professional with seven years of experience at Wellspring Family Office and four years previously at PNC - Hawthorn. She is based in Cleveland, OH. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers investment advisory, financial and estate planning, income tax planning, risk management, philanthropy, business succession, and bill-payment services, using an open-architecture investment approach combining passive and active strategies.

Anna Vitale is a CFP®-certified financial advisor at Wellspring Family Office with three years of industry experience. She previously worked at Key Investment Services, LLC and Marcum Wealth, among other positions. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a broad range of services including investment advisory, financial and estate planning, income tax planning, risk management, and business succession planning, using an open-architecture investment approach that combines passive and active strategies.

Andrew Siciliano is a CFP® professional at Wellspring Family Office in Cleveland, OH, with five years of experience at the firm following five years as a student. He has been with Wellspring Family Office since 2021. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a comprehensive range of services including investment advisory, financial and estate planning, income tax planning, risk management, and business succession planning, employing an open-architecture investment approach that combines passive and active strategies.

William Ambrogio is a CFP® professional at Wellspring Family Office in Cleveland, OH, with eight years of industry experience. He has been with Wellspring Financial Advisors since 2016. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, and estates. The firm offers comprehensive financial, estate, and tax planning services alongside investment advisory, employing an open-architecture approach that blends passive and active strategies with a focus on strategic asset allocation and tax efficiency.