Karyn 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 over a decade of industry experience, having worked in various financial planning roles after earning her bachelor’s degree in business administration from University of Wisconsin – Whitewater. Most recently, she served as a Financial Planner Associate at Ellenbecker Investment Group.
Karyn is a Certified Financial Planner® professional and an active member of Financial Planning Association of Wisconsin. Outside of work, she is also actively involved with her sons’ Scout Troop and likes to spend her free time outdoors camping and hiking.
Previous Experience
- Financial Planner Associate at Ellenbecker Investment Group
- Financial Planning Manager at Kolb+Co. Financial Advisers
- Financial Planning Administrator at Financial Service Group
Education & Credentials
- BBA, University of Wisconsin – Whitewater, General Business (Entrepreneurship emphasis)
- Certified Financial Planner™ (CFP®)
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*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.
