Appleton, Wisconsin

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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...