Gregory Roberts

Gregory Roberts

Greg serves as a Senior Associate on the firm’s Finance team, where he supports the wider finance department, including the firm’s Controller and Chief Financial Officer. He brings over a decade of experience in finance and accounting with an emphasis on data analysis and reporting. Most recently, Greg worked as a Revenue Analyst at Labcorp Drug Development in Madison, WI. Over the years, he has also pursued his interest in quantitative analysis through his own proprietary equity trading. In his free time, he enjoys trail running and hiking, in addition to studying physics, biology, and chemistry. Previous Experience Revenue Analyst…
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Abby Bare

Abby R. Bare, SHRM-SCP, MBA

Abby recently rejoined Wealthspire as an Assistant Vice President in Finance, supporting the firm’s controller and Chief Financial Officer by handling billing, integration activities, and project management. Previously, she had been with the firm since 2003, holding multiple roles over the years, including human resources, compliance, and operations. She brings 20 years of insurance and wealth management back-office experience to the firm. Outside of work, she enjoys spending time with her family, hiking, camping, and paddle boarding. Previous Experience Compliance Analyst at Baker Tilly US, LLP Vice President, Human Resources at Wealthspire Advisors Education & Credentials BS, University of Wisconsin…
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Joshua Braunschweig

Joshua Braunschweig

Josh is a Senior Associate on the accounting team, and is based in our Madison, WI office. In this role, he supports the wider finance department, including the firm’s Controller and Chief Financial Officer. He has more than 7 years of experience in various accounting positions, most recently working as a Senior Accountant for Covance, Inc. in Madison, WI. Born and raised in Johnson Creek, Wisconsin, he is very active in his local community and enjoys playing as well as coaching baseball in his spare time.  Additionally, Josh is a volunteer firefighter in Johnson Creek and serves as the treasurer…
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Charlie Wittleder

Charlie Wittleder

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…
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Jenny Giemza

Jennifer Giemza, CFP®

Jenny serves as an Advisor and is based in the firm’s Madison, WI office. With over 13 years of experience in the high net worth wealth management space, she brings an extensive financial planning background and prioritizes the highest level of client service standards. Previously, Jenny held positions as both an investment advisor and financial advisor, at Bronfman E.L. Rothschild and BMO Harris Financial Advisors, respectively. She has also been a Member of the Board of Directors of Big Brothers Big Sisters of Dane County since 2012. Outside of the office, she enjoys spending her time with her husband Justin…
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Wes Gretkowski

Wes Gretkowski

Wes serves as a Client Operations Associate 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 Cox, 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. Internally at Wealthspire, Crystal is active in the Financial Planning Committee, serves as Deputy Chair of the Diversity, Inclusion, and Belonging (DIBs) Committee, and acts as the Internship Coordinator…
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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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