Brin Lehner
As a Client Service Associate in Wealthspire’s Madison office, Brin supports clients and advisors with account openings, complex service requests, and day-to-day financial needs.
Brin began her career in veterinary services before transitioning into banking and financial services. She also has experience as a paralegal, where she gained knowledge of estate planning, trusts, and business law. Her varied professional background has developed her skills in communication, relationship building, attention to detail, and managing time-sensitive requests and unfamiliar processes.
Brin holds a Bachelor of Science in Zoology and Environmental Sciences from the University of Madison-WI.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
