Charlie serves as Vice President, Controller in our Madison, WI office, supporting the Chief Financial Officer and overseeing financial controls. Before joining the team, Charlie held various positions at Covance Laboratories for over a decade, working his way up from Senior Financial Accountant to Associate Director/Assistant Controller. He also previously worked in accounting at Baker Tilly Virchow Krause and brings a total of almost 20 years of experience in finance and accounting. Outside the office, he enjoys running and playing soccer, in addition to coaching his daughters in youth sports. Previous Experience Associate Director/Assistant Controller at Covance Laboratories, Inc. Senior…

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

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…

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

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 &…