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Madison Financial Planning

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.

Expertise.com award.

Wealthspire Madison

10 Terrace Court, Suite 103
Madison, WI 53718

(414) 509-1322

Get in Touch Today

Our Madison Team

Abby Bare, SHRM-SCP, MBA
Abby Bare, SHRM-SCP, MBA

Vice President, Finance

Joshua Braunschweig
Joshua Braunschweig

Accounting Manager

Amanda Davis
Amanda Davis

Client Service Associate

Sarah Emhardt
Sarah Emhardt

Senior Associate, Resource Specialist

Jennifer Giemza, CFP®, CEPA
Jennifer Giemza, CFP®, CEPA

Senior Vice President

Wes Gretkowski
Wes Gretkowski

Senior Associate, Onboarding Specialist

Rachel Haberman, CFP®
Rachel Haberman, CFP®

Assistant Vice President

Kristin Johnson
Kristin Johnson

Assistant Vice President, Finance

Lindsey Kane
Lindsey Kane

Senior Advisor Associate

Brent Katterheinrich
Brent Katterheinrich

Assistant Vice President, Investments

Jackson Lemberger
Jackson Lemberger

Associate, Investments

DJ Loduha
DJ Loduha

Accounts Payable Coordinator

Michele Mayo
Michele Mayo

Senior Vice President, Client Service Manager

Derek Mayo
Derek Mayo

Associate, Finance

Charles Meixelsperger
Charles Meixelsperger

Assistant Vice President, Investments

Kevin Moloney
Kevin Moloney

Managing Director

Kayla Pavela
Kayla Pavela

Senior Associate, Finance

Brian Powers
Brian Powers

Chief Financial Officer

Gregory Roberts
Gregory Roberts

Assistant Vice President, Finance

Tom Sand
Tom Sand

Associate, Finance

Stephanie Selbach, CFP®, ChSNC®
Stephanie Selbach, CFP®, ChSNC®

Assistant Vice President

Jenna Williams
Jenna Williams

Senior Associate, Compliance

Morgan Witthun
Morgan Witthun

Client Service Associate