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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...
