Financial Advisor in 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

Wes Gretkowski

Client Operations Administrator

Wes serves as a Client Operations Administrator in the firm’s...

Stephanie Forrester, CFP®, AIF®

Senior Advisor Associate

Stephanie currently serves as a Senior Advisor Associate in our...

Sara Botsch

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...

Cindy Pingel

Senior Client Service Associate

Cindy joined the firm in 2000 with 23 years of...

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 Operations

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

Michele Mayo

Assistant Vice President, Client Operations

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...