GET IN TOUCH TODAY
Wealthspire Appleton
2201 E Enterprise Avenue, Suite 203
Appleton, WI 54913
Our Appleton Team
Bailey Traxler
Plan Administrator, Plan Consulting
NFP Retirement Bailey joined the firm in 2017 as a...
Krista Schliepp
Plan Administrator, Plan Consulting
NFP Retirement Krista is a plan administrator for the retirement...
Kelly J. Scharbarth, CPA
Administration Manager, Plan Consulting
NFP Retirement Kelly is an Administration Manager on the Retirement...
Jenifer D. Lezotte
Senior Plan Administrator, Plan Consulting
NFP Retirement Jeni is a Senior Plan Administrator on the...
Lona Ebert, CPA
VP, Administration, Plan Consulting
NFP Retirement Lona Ebert is on the firm’s Retirement Plan...
Jason Schmudlach, QPA, QKA, TGPC
Senior Plan Advisor, Plan Consulting
NFP Retirement Jason is a Senior Plan Advisor on the...
Tammie Lenzner
Senior Client Service Associate
Tammie joined the firm in 2007 with more than 15...
Kevin Kosgard
Senior Vice President
Kevin joined the firm as a senior vice president of...
