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

Regan Martin brings creative digital marketing and graphic design experience to our Marketing Team. She is currently pursuing an associate’s degree in digital marketing and

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,

Mikayla is an Operations Associate who supports our advisors by preparing for client meetings, updating client information, and assisting with account monitoring. She earned her

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