Madison

Mark Knipfer, CIMA®

Mark is a Senior Vice President doing Business Development for our Investment Team. He brings over two decades of experience ...

Kayla Pavela

Kayla serves as a Senior Finance Associate in our Madison, WI office. In this role, she supports the firm’s client ...

Tom Sand

Tom Sand

Tom serves as a Finance Associate in our Madison, WI office. In this role, he supports the firm’s client billing ...

Kye Zanto

Kye Zanto

Kye serves as an associate in our Client Operations department, operating out of the Madison, WI office and supporting the ...

DJ Loduha

DJ Loduha

DJ serves as an Accounts Payable Coordinator in our Madison, WI office, supporting the broader Finance and Accounting team. He ...

Lindsey Slaby

Lindsey Slaby

Lindsey serves as a senior advisor associate in our Madison, WI office, supporting both the advisory team and clients by ...

Sarah Emhardt

Sarah Emhardt

Sarah serves as a Senior Associate in our Client Operations department, operating out of the Madison, WI office and supporting ...

Gregory Roberts

Gregory Roberts

Greg serves as an assistant vice president on the firm’s finance team, where he supports the wider finance department, including ...

Abby Bare

Abby R. Bare, SHRM-SCP, MBA

Abby serves as a Vice President on the Finance team, supporting the firm’s controller and Chief Financial Officer by handling ...

Joshua Braunschweig

Joshua Braunschweig

Josh is an accounting manager on our billing team, and is based in our Madison, WI office. In this role, ...

Charlie Wittleder

Charlie Wittleder

Charlie serves as Senior Vice President, Controller in our Madison, WI office, supporting the Chief Financial Officer and overseeing financial ...

Jenny Giemza

Jennifer Giemza, CFP®

Jenny serves as an Advisor and as head of the firm’s Madison, WI office. With over 15 years of experience ...

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