Stephanie Forrester, CFP®, ChSNC®, AIF®

Assistant Vice President

Stephanie currently serves as an advisor in our Madison, WI office. In this role, she manages client relationships, assists in each step of the financial planning process, and serves as a resource for clients. Previously, she worked as an Associate Advisor at Wipfli Financial Advisors, where she assisted in the servicing of high net worth individuals and families.

In addition to her work in the industry, Stephanie is very active in her community. Originally from Caledonia, MN, Stephanie now resides in Madison, WI and enjoys camping, reading, and spending time with friends and family in her spare time.

Previous Experience

  • Associate Advisor at Wiplfi Financial Advisors

Education & Credentials

  • BS, University of Wisconsin – Madison, Personal Finance
  • Series 65 License
  • Certified Financial Planner(CFP®)
  • Chartered Special Needs Consultant (ChSNC®)
  • Accredited Investment Fiduciary (AIF®)


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.

*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.