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.
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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...