Senior Financial Advisor

• Oct 2022 - Present

Senior Financial Advisor (Wipfli acquired Redwood Wealth Management January 2022)

• Jan 2022 - Sep 2022

Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial's advisory operations, services and fees is set forth in Wipfli Financial's current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/. We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients' interest first and make all recommendations in the clients' best interest. Show less

Director

• Aug 2018 - Dec 2021

Missie was a Director at Redwood Wealth Management prior to merging with Wipfli. Her role involves working with clients to formulate planning goals, develop and implement wealth management strategies, and monitor clients’ progress in working towards their financial and investment goals. Missie has experience in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management. Prior to joining Redwood, Missie spent many years offering investment counsel and financial planning to high-net-worth individuals and families at Modera Wealth Management, LLC and Homrich Berg, both independent wealth management firms. Prior to that, Missie worked for The Ayco Company, a Goldman Sachs company. While at Ayco, she worked on a team to provide comprehensive financial services to corporate executives as well as high-net-worth individuals. Areas of focus included investment planning, income tax planning, cash flow analysis, retirement planning, estate planning and risk management. Missie graduated cum laude with a bachelor’s degree in Business and a minor in Dance from Wake Forest University. She received her master’s degree in Personal Financial Planning from Georgia State University where she was named Outstanding Personal Financial Planning Graduate Student of the Year. Missie holds the CERTIFIED FINANCIAL PLANNER™ certification and is a Certified Divorce Financial Analyst® professional. Missie has shared her insights with national publications including the Wall Street Journal, USAA Magazine, Nerd Wallet, AARP, and NAPFA Advisor Magazine. She is an active parent volunteer at The Westminster Schools. Missie has provided advice through “Jumpstart Your Retirement Days” – a free hotline sponsored by Kiplinger’s Personal Finance and NAPFA. She is the past Chairman of NAPFA's South Region and currently serves on the Leadership Development Committee. In her free time, she enjoys watching her sons' sporting events with her husband. Show less

Financial Advisor

• Jan 2014 - Jul 2018

Associate

• 2010 - 2014

Senior Financial Planner

• 2001 - 2004

Product & Pricing Manager

• 1998 - 2000

Supervisor - Marketing Finance

• 1998 - 1998

Sales Manager

• 1997 - 1998

Marketing Coordinator

• 1996 - 1997

Assistant Sales Manager

• 1994 - 1996

Inside Sales Representative

• 1993 - 1994