Tammie Lenzner

Senior Client Service Associate

Tammie joined the firm in 2007 with more than 15 years of customer service and executive level administrative support experience. Most recently she worked with mergers and acquisitions shareholders and their clients at Schenck Corporate Finance Solutions in Appleton.

Previous Experience

  • Administrative Assistant at Schenck Corporate Finance Solutions
  • Sales Coordinator at Airadigm Communications

Education & Credentials

  • AA, Nicolet College, Business Mid-Management
  • 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.