Tammie Lenzer
Senior Client Service Associate
As a Senior Client Service Associate in Wealthspire’s Appleton office, Tammie supports clients and their advisors with account openings, transfers, distributions, retirement rollovers, and other ongoing service needs. With 18 years of client service experience, she manages requests from initiation through completion with a focus on accuracy, responsiveness, and personal attention. She works closely with advisors to translate client decisions into timely action and is known for her strong client relationships, prompt follow-through, and ability to provide accurate solutions to a wide range of client needs. Tammie earned an associate degree in Business Mid-Management from Nicolet Technical College and holds the Series 64 license.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
