Operations & Support

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,

Brigs Richartz is an Operations Associate who plays a key role in preparing financial advisors for client meetings, maintaining accurate client records, and supporting account

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