Max Rusch

Max Rusch

Max is a client service associate in the firm’s Milwaukee, WI office, and is responsible for servicing client accounts, generating reports, and supporting advisors in daily tasks. Before joining the team, Max worked as a wealth management intern for UBS Financial Services, where he assisted advisors during meetings, created client deliverables, and conducted market research to enrich the overall client experience. While attending University of Wisconsin – Madison, Max was a member of the business school’s Wealth Management Program and served on the Academic Committee for Beta Theta Pi Fraternity. Currently residing in downtown Milwaukee, Max spends his free time…
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Michael Tyler

Michael Tyler, CFP®

Michael joined the firm in 2017 as an advisor associate in our Milwaukee, WI office. Now in his role as a financial advisor, Mike enjoys further collaboration with clients in the financial planning process and being able to implement strategies that help them achieve their goals in each phase of life. He embraces the unique circumstances and challenges that clients of different backgrounds, occupations, and ages have to offer. Previously, Mike worked at U.S. Bancorp Fund Services as an Alternative Investments Administrator and former Mutual Fund Representative. A graduate of the University of Wisconsin - Stevens Point, he earned a…
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Hoyt Stastney

Hoyt Stastney

Hoyt joined the firm in 2016. In his role as General Counsel, he oversees all legal functions for the firm and heads up strategic initiatives, including the firm’s M&A activities. He previously spent more than 19 years as a partner in the Milwaukee office of the national law firm of Quarles & Brady, where he served as the chair of the Investment Management Practice group and focused on securities, investment management, mergers and acquisitions, corporate finance, and financial institutions. He has extensive experience counseling boards of directors and executive officers at public and private companies regarding complex corporate governance and…
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Michelle Morrow

Michelle Morrow

Michelle currently serves as a Senior Client Service Associate based in the firm’s Milwaukee, WI office and has over 18 years of experience in the financial industry. She brings to the team an extensive background in client services and management, having previously worked at Hogan Financial Management, Robert W. Baird & Co. and MBO Cleary Advisors. A graduate of Lakeland College, she earned a Bachelor of Arts in Business Administration in Sheboygan, Wisconsin. She holds a Series 66 License and is a Notary Public in the state of Wisconsin. In her spare time, Michelle enjoys seeing live music and traveling…
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Bruce Laning

Bruce Laning, CFA®

Mr. Laning is a Managing Director at Wealthspire Advisors. In addition to his leadership role, Bruce works directly with clients as a wealth advisor helping them navigate complex investment issues and providing perspective and expertise in managing taxable and retirement portfolios, family offices, retirement plans, and endowments. A self-described “servant leader,” Bruce encourages employees to grow and develop into seasoned client-centric team members. Leveraging more than 30 years of experience in the financial services and investment advisory field, Bruce is a frequent speaker and media resource regarding the economy and investment markets. Active in his community, he is also a…
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Jay Czarapata

Jay Czarapata, CFP®, CRPS®

Jay has been with the firm since 2011. He specializes in helping individuals plan for retirement and manage their investment portfolios. Jay is a strong believer in being a fiduciary advocate for his clients. He has worked in the financial services industry since 1999. Previous Experience Senior Advisor at Baker Tilly Investment Advisors, LLC Wealth Manager at SVA Plumb Financial Staff Consultant at Deloitte Education & Credentials BBA, University of Wisconsin-Whitewater, Finance Certificate of Major, University of Wisconsin-Milwaukee, Accounting Certified Financial Planner™ Chartered Retirement Plans Specialist℠     Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,…
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Laura Barry

Laura Barry, CFP®

Laura joined the firm in 2004 as an experienced advisor and specializes working with people in life transitions. She focuses on helping clients articulate their financial values and beliefs and in understanding their fears and motivations. With that base, Laura partners with her clients to manage risks and create strategies, aligning their values and resources with their unique vision of a fulfilling life. Throughout her career, she has been actively involved in supporting her community and her profession through many leadership and board positions, as well as in continually developing her own expertise. She holds a special passion for supporting…
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Michael Del Priore

Michael Del Priore

Michael joined the firm in 2018 with more than twelve years of experience as a Compliance and Regulation professional and currently serves as Chief Compliance Officer. Prior to joining the team, he worked as a Compliance, Legal and Risk Examiner at LPL Financial, reviewing business and client activity, and conducting compliance exams of company advisors and outside RIAs. Before transitioning to this position at LPL Financial, Michael worked as a Compliance Officer at Raymond James and Associates and held various positions as a regulator at the National Stock Exchange. Originally from Chicago, IL, he moved to Tampa, FL in 2009…
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