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Wealthspire Delafield
(262) 326-6090
709B Milwaukee Street
Delafield, WI 53018
Our Delafield Team
Julie Williams
Vice President
Julie serves as a wealth advisor for the firm, having...
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 an Advisor 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...
