Kylie Martens
Kylie brings 17 years of customer service experience and enthusiasm to our Operations Team. She assists in preparing financial advisors for client meetings, updating client
Rece Dietrich
February 2, 2024
Kylie brings 17 years of customer service experience and enthusiasm to our Operations Team. She assists in preparing financial advisors for client meetings, updating client
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,
Nastacia is an Operations Associate who helps prepare financial advisors for client meetings, updates client information, and assists with account monitoring. Nastacia brings a unique
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