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Operations & Support

maren bernicke smiling in a suit coat
dbrindle

Maren Bernicke

Maren is an experienced Operations Associate who supports the team by helping monitor the firm’s budgets and financial information. She graduated from the University of

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kolton dupey smiling in a suit
Emily Duss | Director of Sales & Marketing

Kolton Dupey

Kolton is an Information Systems Associate who manages our in-house technology services and client database, and he currently resides in Chippewa Falls, WI. Outside of

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valerie hemenway smiling in a suit coat
dbrindle

Valerie Hemenway

Valerie is an Operations Associate who helps coordinate the incoming and outgoing client communications in the office, provides administrative support to internal teams, assists with

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laurie jacobson smiling in a suit coat
dbrindle

Laurie Jacobson

Laurie has many years in customer service-related fields. She serves as our ambassador to welcome clients to our office with her bright smile and contagious

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leah janicki smiling in a suit coat
dbrindle

Leah Janicki

Leah is a Client Service Associate who assists in preparing paperwork for clients and handling client requests. Leah has several years of customer service experience

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paige logslett smiling in a suit coat
Emily Duss | Director of Sales & Marketing

Paige Logslett

As the Director of Operations, Paige ensures the firm is focused, organized, and poised for future growth. She manages the company’s day-to-day operations, including technology,

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michelle long smiling in a suit coat
dbrindle

Michelle Long

Michelle is an Operations Manager who helps prepare financial plans for client meetings, makes updates to client information, and assists with account monitoring. Michelle holds

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janelle patenaude smiling in a suite coat
Bernicke

Janelle Patenaude

Janelle Patenaude brings more than 20 years of experience to our Marketing Team. She holds a Journalism Degree from UW-Eau Claire and creates marketing materials,

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cathryn shill smiling in a suit coat
dbrindle

Cathryn Shill

Cathryn is a Client Service Associate who is enthusiastic, outgoing, and builds positive relationships with new and existing clients by offering superior customer service. She

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kayla nelson smiling in a suit coat
Kolton Dupey

Kayla Siebert

Kayla is an Operations Associate who helps prepare financial advisors for client meetings, updates client information, and assists with account monitoring. Kayla holds an Animal

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