Madison, Wisconsin

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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...