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
*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.
