Lindsey serves as an advisor associate in our Madison, WI office, supporting both the advisory team and clients by assisting with the financial planning process, completing incoming tasks and requests, and serving as a first point of contact for client relationships. She brings over a decade of experience in banking and finance, working at BMO Harris Bank for almost six years before transitioning to her most recent role as an associate financial advisor. Born and raised in Iowa, Lindsey now resides in Madison, WI with her husband Matt, daughter Blake, and yellow lab Buddy. Outside of work, she enjoys watching…

Sarah serves as an associate in our Client Operations department, operating out of the Madison, WI office and supporting the broader Midwest team. She previously worked in several different client-facing roles at Vanguard in Charlotte, North Carolina before moving back to Madison, WI in 2020 and taking on a Financial Specialist role at UW Credit Union. Previous Experience Financial Specialist at UW Credit Union Client Case Representative at Vanguard Client Relationship Associate at Vanguard Education & Credentials BA, Indiana University, English MS, Indiana University, Library Science FINRA Series 7 and 63 licenses Wisconsin Notary Public

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…

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…

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…

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 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

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…