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Michele Mayo

Michele Mayo

Michele Mayo is a 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 Group…
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Brent Katterheinrich

Brent Katterheinrich

Brent Katterheinrich joined the firm in 2014, originally as a Client Support Coordinator. After two years of working directly with clients in the Madison, WI office, he transitioned to the Investments team and continues to carry out trading for the firm in his current role as Assistant Vice President. Prior to joining the team, Brent worked in financial planning at Ameriprise Financial and as a client service associate at J.P. Morgan’s Private Bank. Previous Experience Registered Sales Associate at Ameriprise Financial Client Service Associate at J.P. Morgan Private Bank Education & Credentials BS, Eastern Illinois University, Economics Series 7, 63,…
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Kristin Johnson

Kristin Johnson

Kristin Johnson joined the firm in 2007 as an Operations Specialist. Her career in the financial services industry has spanned over 15 years, including experience in a variety of operational roles with a prior investment adviser. In her current role as Assistant Vice President, Finance, she oversees the client billing process, assists with management reporting, and carries out various other internal team functions. Previous Experience Investment Operations Analyst at Clifton Larsen Allen Wealth Advisors, LLC (formerly Clifton Gundersen Financial Services) Education & Credentials BS, University of Wisconsin – Green Bay, Communications, Business minor BS, University of Wisconsin – Milwaukee, Information…
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Rachel Haberman

Rachel Haberman

Ms. Haberman joined the firm in June 2015. She works closely with advisors in our Madison office to help service and manage client relationships. Ms. Haberman was born and raised in rural Illinois, but Wisconsin has become her home since she moved to Madison in 2010. She and her husband Danny enjoy watching Green Bay Packer and Wisconsin Badger games, and spending time with family and friends. Previous Experience Client Associate at Bronfman Rothschild Member, Advisor Client Experience Committee at Bronfman Rothschild Executive Assistant/Office Manager at Shoutlet Education & Credentials BA, Illinois State University, English Series 65 license
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