Senior Vice President

• Mar 2023 - Present

Vice President

• Dec 2012 - Mar 2023

I serve as a wealth advisor under the title of Vice President. I joined Lake Country Wealth Management in December 2012. I joined Wealthspire Advisors in 2015, through the acquisition of Lake Country Wealth Management. With more than 25 years of experience in the industry, I develop a close, personal relationship with my clients. I consider myself a partner striving to clearly define goals and utilize proven planning strategies to meet their objectives. I pride myself on the deep level of personal care I have for each client. They are part of my extended family.I graduated magna cum laude from University of Wisconsin – Whitewater with a Bachelor of Arts in Psychology and went on to earn my Master of Social Welfare degree from University of Wisconsin – Milwaukee. When not working, I love reading, theater, and the Packers. My favorite thing in the world is to spend time with my husband, our son, and pup. Show less

Director Of Operations

• Oct 2008 - Nov 2012

* Financial paraprofessional to top financial services advisor * Prepared for and followed through from client meetings * Responded to clients’ everyday needs * Supervise staff of five in providing exceptional support to advisor and clients * Hiring, reviewing, and terminating employees * Training staff on processes and procedures * Creating employee and procedure manuals * Marketing and event coordinator * Oversaw compliance of FINRA and Insurance regulations * Financial paraprofessional to top financial services advisor * Prepared for and followed through from client meetings * Responded to clients’ everyday needs * Supervise staff of five in providing exceptional support to advisor and clients * Hiring, reviewing, and terminating employees * Training staff on processes and procedures * Creating employee and procedure manuals * Marketing and event coordinator * Oversaw compliance of FINRA and Insurance regulations

Client Coordinator (promoted to Director of Operations)

• Oct 1999 - Oct 2008

Supported owners/top producers in all aspects of financial and estate planning firm * Provided outstanding service to develop & maintain relationships * Managed business processing from beginning to end * Scheduled and prepared for client meetings using product knowledge and experience, as well as understanding of clients’ needs and objectives * Oversaw compliance for 6 representatives and their support staff * Marketing liaison for network of 15 advisors throughout Wisconsin * Lead generation and distribution Show less