BizTimes Staff
Getting There: Dan Lindberg
Applied AI Lab director
Waukesha County Technical College
Age: 36
Hometown: Geneva, IL
Education: Bachelor’s in economics and political science with a marketing...
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...
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...
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...
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...
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...
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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...
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...
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...
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...
