Jeanna Nelson
Office CoordinatorJeanna serves as Office Coordinator for the firm’s Delafield, WI office, managing daily office operations, providing exceptional service to clients, and supporting the local advisory team.
She brings over two decades of experience in administrative and client-facing roles, most recently working as a billing and administrative specialist at Pabst Farms YMCA. A talented clarinetist, Jeanna also spent 20+ years in The U.S. Army Band as Master Sergeant, supervising and supporting personnel, organizing schedules and training, and coordinated logistics.
Originally from Long Island, Jeanna recently relocated to Oconomowoc, WI with her family. She enjoys running, hiking, practicing yoga, and boating on Wisconsin’s many lakes in her spare time.
Previous Experience
- Billing and Administrative Specialist at Pabst Farms YMCA
- Master Sergeant, The U.S. Army Band
Education & Credentials
- MA, DePaul University, Music
- BA, Johns Hopkins University, Music
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
