Stephanie is a financial advisor in our Madison, WI office. She provides comprehensive wealth management services to her clients including guidance on financial planning, budgeting, retirement, and how to navigate unforeseen life transitions. She specializes in helping families and individuals with disabilities and special needs and enjoys taking complex situations and breaking them down into solvable problems for her 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, previously serving as a Big Brothers Big Sisters mentor. She is also a member of Morgan's Caring Connections and works to further the non-profit's goals. 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.

"Growing up in a large family in Wisconsin, I understood at an early age the value of saving and budgeting. Life can be unpredictable, and helping people through times of great turmoil and change and empowering them with information and guidance is why I do what I do.”

Previous Experience

• Associate Advisor at Wipfli 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.

Firm Description

We Believe in Coordination

Greater results are achieved when all members of a team work together; this is why we work closely with all of our clients’ trusted advisors. This ensures that an overall financial and investment plan is designed, fully executed, and routinely updated, keeping all members of a clients’ team focused on their goals and objectives.

Hours

Cost