staff

Wes Gretkowski

Wes serves as a Client Operations Administrator in the firm’s Madison, WI office. He is a supporting member of the client operations team, working to complete incoming tasks, maintaining client data and information, processing accounts, and other administrative procedures. Out of the office, he enjoys being active with friends, hiking, and watching college football. Previous Experience Facility Operations Manager at Blackhawk Church IT Quality Assurance at Epic Systems Corporation Education & Credentials BS, Clemson University, Psychology
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Stephanie Forrester

Stephanie Forrester, CFP®, AIF®

Stephanie currently serves as a Senior Advisor Associate in our Madison, WI office. In this role, she supports other advisors by helping to manage client relationships, assisting in each step of the financial planning process, and serving as a resource for clients. Previously, she worked as an Associate Advisor at Wipfli Financial Advisors, where she assisted in the servicing of high net worth individuals and families. In addition to her work in the industry, Stephanie is very active in her community, serving as a Big Brothers Big Sisters mentor. Originally from Caledonia, MN, Stephanie now resides in Madison, WI and…
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Sara Botsch

Sara Botsch

Sara is a client service associate working out of the Madison, WI office. She supports wealth advisors throughout the financial planning process by helping to service and manage client relationships and carry out daily tasks. Before joining the team, she held client service roles at both RBC Wealth Management and TrueWealth Management, where she carried out financial planning research, plan implementation, and client communications. Sara also completed several financial planning internships while in school and attended various industry conferences. In addition to her work in financial planning, Sara enjoys serving her community by volunteering with organizations such as Habitat for…
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Crystal Wipperfurth

Crystal Wipperfurth, CFP®, CRPC®

Crystal has been in the financial services industry since 2011 and joined the firm in 2017. Crystal utilizes a comprehensive approach to wealth management that ensures client portfolios are properly aligned with their risk tolerance and goals. Her priority is to build deep relationships with clients so she can communicate in ways that are relatable and clear. She values being approachable, making her a strong personal advocate for all her clients. Crystal is also very active in her community, participating in organizations such as Forward Janesville, OutReach, Special Olympics, Gift of Adoption, SecureFutures, Schools of Hope, and more. Previous Experience…
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Brian Powers

Brian D. Powers

Brian Powers is Chief Financial Officer of the firm and joined the team in 2005. Before taking on this role, Powers served as Chief Compliance officer at the firm, in addition to holding the same position at Northwestern Mutual Trust Company for five years. Previous Experience Chief Compliance Officer at Bronfman Rothschild Managing Director at Baker Tilly Virchow Krause, LLP Director at Virchow Krause Education & Credentials BA, University of Wisconsin – Madison, International Relations MBA, Edgewood College
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Cindy Pingel

Cindy Pingel

Cindy joined the firm in 2000 with 23 years of experience in the financial services and banking industry. Cindy has specifically assisted high net worth individuals for over 31 years both at Wealthspire and in her prior role at a large regional bank, where she provided assistance to trust and wealth management clients of the bank. Previous Experience Administrative Assistant at Bank One Trust Company Education & Credentials Series 65 license
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Kevin Moloney

Kevin Moloney

Kevin joined the firm as a Senior Vice President of Wealth Management in 2013. With over 15 years of experience in wealth management and retirement and financial planning, he has worked with individual high net worth clients, foundations, trusts and corporations. In prior roles, Kevin has developed detailed retirement planning tools to educate clients on retirement readiness and accumulated extensive experience with alternative investments and their application to portfolios. Kevin has served as a member of the firm’s Investment Committee. Previous Experience Vice President/Investor/Private Wealth Management at J.P. Morgan Manager, Financial Services at Prudential Financial Financial Advisor at Wells Fargo…
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Mike Mitchell

Mike Mitchell

Mike joined the firm in June of 2014 as a Senior Accountant. Previously, Mike was an Accounting and Finance Intern at Quad/Graphics in the Milwaukee area. A graduate of the University Wisconsin-Milwaukee, Mike earned a BBA in Accounting and Finance. Active in his local community, he has volunteered for Habitat for Humanity and previously served as a volunteer for Hurricane Katrina Recovery and Haiti Relief programs. Previous Experience Accounting and Finance Intern at Quad/Graphics Education & Credentials BBA, University of Wisconsin – Milwaukee, Accounting and Finance Series 27 and 63 licenses
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Charles Meixelsperger

Charles Meixelsperger

Charles brings to the firm a varied background in financial services that includes experience as an investment representative, underwriting coordinator, and fixed income analyst. Having joined the firm in 2018, Charles works as part of our client operations team, working closely with advisors and vendors to coordinate account sustentation. The client operations team also plays a critical role in analyzing company procedures to ensure efficiency and process improvement. Outside of the office, Charles enjoys being active, attending sporting events, and going to concerts whenever possible. Previous Experience Investment Representative/Underwriting Coordinator at Bankers’ Bank Financial Representative at Country Financial Education &…
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Michele Mayo

Michele Mayo

Michele Mayo is an Assistant Vice President on the Wealthspire’s Client Operations team. Prior to joining the firm in 2016, Michele worked with Ellenbecker Investment Group. Earlier in her career, Michele was a Chemical Engineer at the U.S. Bureau of Engraving and Printing. She attended the University of Wisconsin – Madison, where she earned a BS in Chemical Engineering, as well as completing a Summer course at the University College London. Michele has been very active in her local community, volunteering for numerous fundraising efforts and is a former member of Appleton’s PTA. Previous Experience Operations Associate at Ellenbecker Investment…
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