BizTimes Staff
Notable Women in Wealth Management: Joan Klimpel
Joan Klimpel, shareholder and member of the Estate Planning practice at Milwaukee-based Godfrey & Kahn s.c., is a leader within the firm and beyond,...
Notable Women in Wealth Management: Stacy Williams
Stacy Williams, director and senior investment consultant at Baird’s The Hodge Williams Group in Milwaukee, provides investment consulting to families, endowments, corporations and retirement...
Notable Women in Wealth Management: Emily Phillips
Emily Phillips, a director and lead financial advisor with Baird’s Phillips Ristau Group in Milwaukee, has extensive experience and a client-centric approach that has...
Notable Women in Wealth Management: Andrea Bulen
Andrea Bulen, president of Pewaukee-based Shakespeare Wealth Management, is a financial advisor and strategist to high-net-worth individuals and their families.
Since Bulen joined...
Notable Women in Wealth Management: Lori Watt
Lori Watt founded what is now Waukesha-based IAG Wealth Partners in 1985, when the financial planning profession was still in its early days. Today,...
Notable Women in Wealth Management: Melinda Wilke
Melinda Wilke leads Northwestern Mutual’s Wilke Wealth & Investment Planning, an all-female financial planning firm based in Franklin.
Wilke joined Northwestern Mutual in 2002...
Notable Women in Wealth Management: Katie Ives
Katie Ives is a senior trust advisor at Northern Trust in Milwaukee and has more than 20 years of experience. Ives provides holistic wealth...
Notable Women in Wealth Management: Amy Kiiskila
Amy Kiiskila is director of wealth strategy for Annex Private Client, a segment of Brookfield-based Annex Wealth Management. She has more than 25 years...
Notable Women in Wealth Management: Julie Ellenbecker-Lipsky
Julie Ellenbecker-Lipsky, president and senior wealth advisor of Waukesha-based Ellenbecker Investment Group, is a natural leader and mentor for the women of the firm,...
Notable Women in Wealth Management: Kelly Mould
Kelly Mould, senior vice president, wealth fiduciary advisor for Racine-based Johnson Financial Group, extends her influence through educational outreach, including speaking engagements and as...
Notable Women in Wealth Management: Dawn Ripkey
Dawn Ripkey, senior vice president of private wealth management at U.S. Bank in Milwaukee, serves clients ranging from small families to large institutions and...
Notable Women in Wealth Management: Julie Williams
Julie Williams, senior vice president and financial advisor at Wealthspire Advisors in Delafield, has more than 25 years of experience in the financial
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