Our People

Julie Williams, ADPA®, ChFC®, CFP®

Senior Vice President

Julie serves as a wealth advisor in our Delafield office....

Chrislyn Williams

Client Service Associate

Chrislyn serves as a Client Service Associate for the West...

Suzanne Williamson

Senior Vice President

Suzanne Williamson is a Senior Vice President based in the...

Matthew Wilson

Trust Administrator

Matt serves as a Trust Administrator and is based in...

Charlie Wittleder

Senior Vice President, Controller

Charlie serves as Senior Vice President, Controller in our Madison,...

John Wolff, CFP®, AIF®, CLU®, ChFC®

Managing Director

A dedicated advisor with over 30 years of experience, John...

Sarah Wotherspoon, MS, CFP®, CDFA®

Managing Director

Sarah Wotherspoon is a Managing Director and Advisor in the...

Shawn Wyckoff

Senior Associate, Client Operations

Shawn is a Senior Associate on our Client Operations team,...

Richard Yam, J.D.

Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning

Based in our New York City office, Rich serves as...

Kye Zanto

Associate, Client Operations

Kye serves as an associate in our Client Operations department,...