Delafield, Wisconsin

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Wealthspire Delafield

709B Milwaukee Street
Delafield, WI 53018

Our Delafield Team

Julie Williams

Vice President

Julie serves as a wealth advisor for the firm, having...

Wendy Peperkorn, CFP®

Vice President

Wendy joined the firm in 2018, bringing with her over...

Razi Hecht, CFP®

Vice President

Razi joined the firm in 2015 through the acquisition of...

Lynn Greenway

Client Service Associate

Serving as the first point of contact for clients, managing...

John Dobson

Advisor Associate

John Dobson joined the firm as a Client Associate on...

Jay Frank, CFP®, CLU, ChFC®

Senior Vice President

Jay has been helping individuals and businesses with their planning...

Joshua Frank

Advisor Associate

Joshua joined the firm in 2018, having previously interned in...

Regan Salm

Client Service Associate

Regan is a client service associate working out of Wealthspire’s...

Brion Collins, CFP®, CLU, ChFC®

Managing Director

Brion has a passion for changing lives that he brings...