Wes Gretkowski
Wes serves as a Client Operations Associate in the firm’s Madison, WI office. He is a supporting member of the ...
Stephanie Forrester, CFP®, AIF®
Stephanie currently serves as an advisor in our Madison, WI office. In this role, she manages client relationships, assists in ...
Sara Botsch
Sara is a client service associate working out of the Madison, WI office. She supports wealth advisors throughout the financial ...
Crystal Cox, CFP®, CRPC®
Crystal Cox is a financial advisor based in the Madison, WI office and joined the firm in 2017. Crystal utilizes ...
Brian D. Powers
Brian Powers is Chief Financial Officer of the firm and joined the team in 2005. Before taking on this role, ...
Cindy Pingel
Cindy joined the firm in 2000 with 23 years of experience in the financial services and banking industry. Cindy has ...
Kevin Moloney
Kevin joined the firm in 2013 as an advisor and now serves as both a Managing Director and Midwest region ...
Charles Meixelsperger
Charles brings to the firm a varied background in financial services that includes experience as an investment representative, underwriting coordinator, ...
Michele Mayo
Michele Mayo is a Vice President on the Wealthspire’s Client Operations team. Prior to joining the firm in 2016, Michele ...
Brent Katterheinrich
Brent Katterheinrich joined the firm in 2014, originally as a Client Support Coordinator. After two years of working directly with ...
Kristin Johnson
Kristin Johnson joined the firm in 2007 as an Operations Specialist. Her career in the financial services industry has spanned ...
Rachel Haberman
Rachel joined the firm in June 2015. As a Senior Advisor Associate, her role consists of providing an enhanced layer ...
