Kimberly Neuberger
Client Service AssociateKim serves as a client service associate based in our Madison, WI office, supporting the local advisory team by assisting with the financial planning process, completing incoming tasks and requests, and serving as a first point of contact for client relationships.
Before joining the team, she worked for almost a decade as a financial assistant and office manager, bringing a strong background in client account & portfolio management and administration.
Currently residing in Marshall, WI, Kim enjoys going for walks, gardening, watching her grandchildren’s games, and spending time with family.
Previous Experience
- Financial Assistant/Office Manager at Blossom Financial
Education & Credentials
- Notary Public
*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.
