Martha 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 seven years of experience in investment management, having worked in both client-facing and back-office operations roles. Martha also spent two decades in accounting, in addition to owning and operating her own gluten free grocery store.
A resident of the Lake Country area, she enjoys golfing, playing in a corn hole bags league, and riding her Harley in her spare time.
Previous Experience
- Wealth Advisor Associate at Ellenbecker Investment Group
- Investment Operations Specialist at Vogel Consulting
- Owner – A Gluten Free Frenzy
Education & Credentials
- Christian Education – Moody Bible Institute
- Series 65 license
Phone: 414.509.1325
