Karyn Tylicki, CFP®
Senior Client Service Associate
As a Senior Client Service Associate in Wealthspire’s Milwaukee office, Karyn supports clients and their advisors with account openings, transfers, distributions, retirement rollovers, and other complex service needs. With nearly three decades of financial services experience, she manages requests from initiation through completion, bringing diligence, responsiveness, and a highly personal approach to each client relationship. Karyn began her career in 1996 with an independent wealth management firm in Racine, Wisconsin, and has held financial planning roles with Ellenbecker Investment Group and Kolb+Co. Financial Advisers. Her extensive experience gives her a strong understanding of financial planning and the operational details required to help clients put their plans into action. Karyn earned a Bachelor of Business Administration in General Business with an emphasis in Entrepreneurship from the University of Wisconsin-Whitewater. She has been a CERTIFIED FINANCIAL PLANNER™ professional since 1998 and a member of the Financial Planning Association since 1996.
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.
