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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...
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 Senior Vice President of...
Mike Mitchell
Accounting Manager
Mike joined the firm in June of 2014 as a...
Charles Meixelsperger
Senior 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...
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...
