
Martha is a Senior Client Service Associate in the Milwaukee office, supporting the office’s team of advisors by completing day-to-day tasks and serving as a point of contact for clients. She brings seven years of experience in investment management, having worked in both client-facing and back-office operations roles. Martha also spent two decades in accounting, in addition to owning and operating her own gluten free grocery store. A resident of the Lake Country area, she enjoys golfing, playing in a corn hole bags league, and riding her Harley in her spare time. Previous Experience Wealth Advisor Associate at Ellenbecker Investment…
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