Meet the Welshire Team

Brent Welch

Brent Welch

Founder, Wealth Advisor
CFP®, CRPS®, CLU, ChFC, AIF®
Phone: 1-800-TAX-PLAN

Jake Welch

President, Wealth Advisor
AIF®
Phone: (608) 841-1043
Kristy Peters

Kristy Peters

Senior Vice President, Wealth Advisor
MBA, AIF®
Phone: (608) 783-0003
Josh Lieder

Josh Lieder

Vice President, Wealth Advisor
AIF®
Phone: (608) 783-0003

Taylor Kerscher

Client Service Manager
Phone: 1-800-TAX-PLAN

Lynette Longmire

Client Service Administrator
Phone: (608) 783-0003

Katie Richard

Client Service Administrator
Phone: (608) 841-1043
Kendra Sopher

Kendra Sopher

Client Service Administrator
Phone: (608) 783-0003

Strategic Partners

Michael McClary

Valmark Chief Investment Officer

James Dawson

Valmark Insurance Manager, Life Settlements

Justin Schema

Valmark Senior Policy Management Analyst

Chris Finefrock

Valmark Senior Vice President               Investments & Financial Planning

Zach Hurst

Valmark Director, Financial Planning

Nicole Rigsby-Cheek

Valmark Director, Retirement Planning

Tyler Denholm

Valmark Vice President                                          Investment Management & Research

CONTACT US:

999 Fourier Drive, Suite 100
Madison, WI 53717
Phone: (608) 841-1043

601 Carlson Parkway, Suite 1050
Minnetonka, MN 55305
Phone: 1-800-TAX-PLAN

1113 Riders Club Road
Onalaska, WI 54650
Phone: (608) 783-0003

Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Welshire Capital, LLC  and Welshire Advisors are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Third party posts do not reflect the views of ValMark Securities or Welshire Capital or Welshire Advisors and have not been approved prior to posting.

X