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

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…

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

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

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 &…

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…