Madison Financial Planning

Madison, Wisconsin

Located on the northeast side of Madison, our office is conveniently situated at the corner of US 151 and Interstate 39/90. Originally founded as Virchow Krause Wealth Management, our Madison team includes three wealth advisors, two advisor associates and two client associates, all working together to ensure a high level and well-rounded service model. Our office also includes a large portion of the Wealthspire Operations staff and a local team of NFP Retirement Advisors, further diversifying our local talent. As a team, we work as fiduciaries with the client’s best interest in mind to thoughtfully construct unique solutions to exceed expectations. We value integrity, transparency and accuracy, and our mission is to lead the way in helping our clients feel comfortable and confident achieving their financial goals.


Wealthspire Madison

10 Terrace Court, Suite 103
Madison, WI 53718

Our Madison Team

Mark Knipfer, CIMA®

Senior Vice President, Business Development - Investments

Mark is a Senior Vice President doing Business Development for...

Kayla Pavela

Associate, Finance

Kayla serves as a Finance Associate in our Madison, WI...

Tom Sand

Associate, Finance

Tom serves as a Finance Associate in our Madison, WI...

Kye Zanto

Associate, Client Operations

Kye serves as an associate in our Client Operations department,...

DJ Loduha

Accounts Payable Coordinator

DJ serves as an Accounts Payable Coordinator in our Madison,...

Lindsey Slaby

Advisor Associate

Lindsey serves as an advisor associate in our Madison, WI...

Sarah Emhardt

Associate, Client Operations

Sarah serves as an associate in our Client Operations department,...

Gregory Roberts

Senior Associate, Finance

Greg serves as a Senior Associate on the firm’s Finance...

Abby R. Bare, SHRM-SCP, MBA

Assistant Vice President, Finance

Abby recently rejoined Wealthspire as an Assistant Vice President in...

Joshua Braunschweig

Senior Associate, Accountant

Josh is a Senior Associate on the accounting team, and...

Charlie Wittleder

Vice President, Controller

Charlie serves as Vice President, Controller in our Madison, WI...

Jennifer Giemza, CFP®

Vice President

Jenny serves as an Advisor and is based in the...

Wes Gretkowski

Associate, Client Operations

Wes serves as a Client Operations Associate in the firm’s...

Stephanie Forrester, CFP®, AIF®

Assistant Vice President

Stephanie currently serves as an advisor in our Madison, WI...

Sara Botsch

Client Service Associate

Sara is a client service associate working out of the...

Crystal Cox, CFP®, CRPC®

Senior Vice President

Crystal Cox is a financial advisor based in the Madison,...

Brian D. Powers

Chief Financial Officer

Brian Powers is Chief Financial Officer of the firm and...

Cindy Pingel

Senior Client Service Associate

Cindy joined the firm in 2000 with 23 years of...

Kevin Moloney

Managing Director

Kevin joined the firm in 2013 as an advisor and...

Charles Meixelsperger

Senior Associate, Investments

Charles brings to the firm a varied background in financial...

Michele Mayo

Vice President, Client Operations

Michele Mayo is a Vice President on the Wealthspire’s Client...

Brent Katterheinrich

Assistant Vice President, Investments

Brent Katterheinrich joined the firm in 2014, originally as a...

Kristin Johnson

Assistant Vice President, Finance

Kristin Johnson joined the firm in 2007 as an Operations...

Rachel Haberman

Senior Advisor Associate

Rachel joined the firm in June 2015. As a Senior...