Madison, Wisconsin

GET IN TOUCH TODAY

Wealthspire Madison

10 Terrace Court, Suite 103
Madison, WI 53718

Our Madison Team

Sara Pohar

Client Service Associate

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

John Richards, CFA®

Vice President, Advisory Services, Plan Advisory

NFP Retirement John has been with the firm since 2007....

Alissa Purko

Senior Operations Coordinator, Plan Advisory

NFP Retirement Alissa joined the firm in June of 2014....

Kayla Pavela

Advisor Associate, Plan Advisory

NFP Retirement Kayla joined the firm at the end of...

Marc V. McDowell, CRPS, AIFA®

Vice President, Advisory Services, Plan Advisory

NFP Retirement Marc has been with the firm since 2007....

Justin Goldstein, AIF®

Vice President, Advisory Services, Plan Advisory

NFP Retirement Justin has been with the firm since 2012....

Crystal Wipperfurth, CFP®, CRPC®

Vice President

Crystal has been in the financial services industry since 2011...

Brian D. Powers

Chief Financial Officer

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

Kevin Moloney

Senior Vice President

Kevin joined the firm as a Director of Wealth Management...

Mike Mitchell

Accounting Manager

Mike joined the firm in June of 2014 as a...

Charles Meixelsperger

Associate, Client Administration

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

Michele Mayo

Assistant Vice President, Client Administration

Michele Mayo is an Assistant Vice President on the Wealthspire’s...

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...

Abby Bare

VP, Human Resources

Abby has been with the firm since 2003, holding multiple...

Rachel Haberman

Advisor Associate

Ms. Haberman joined the firm in June 2015. She works...

Kelly L. Baumbach, CFP®, CEPA

Managing Director

Ms. Baumbach, managing director, has been with the firm since...