Tammie Lenzner

Tammie Lenzner

Tammie joined the firm in 2007 with more than 15 years of customer service and executive level administrative support experience. Most recently she worked with mergers and acquisitions shareholders and their clients at Schenck Corporate Finance Solutions in Appleton. Previous Experience Administrative Assistant at Schenck Corporate Finance Solutions Sales Coordinator at Airadigm Communications Education & Credentials AA, Nicolet College, Business Mid-Management Series 65 license
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Kevin Kosgard

Kevin Kosgard

Kevin joined the firm as a senior vice president of wealth management in June 2013. Kevin is a financial professional with over 25 years of experience assisting affluent and high net worth clients achieve their financial and philanthropic goals. He excels at building and deepening long-term relationships with clients, often across multi-generations. With expertise in investments, wealth transfer strategies, and banking products, Kevin strives to proactively bring clients creative wealth management solutions. Previous Experience Vice President and Senior Private Banker at J.P. Morgan Senior Vice President and Regional Trust Manager at Associated Bank Vice President and Regional Trust Manager at…
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