Meet the Welshire Team
Brent Welch
Founder, Wealth Advisor
CFP®, CRPS®, CLU, ChFC, AIF®
Phone: 1-800-TAX-PLAN
CFP®, CRPS®, CLU, ChFC, AIF®
Phone: 1-800-TAX-PLAN
Jake Welch
President, Wealth Advisor
AIF®
Phone: (608) 841-1043
AIF®
Phone: (608) 841-1043
Kristy Peters
Senior Vice President & Wealth Advisor
AIF®
Phone: (608) 841-1043
Josh Lieder
Vice President, Wealth Advisor
AIF®
Phone: (608) 783-0003
AIF®
Phone: (608) 783-0003
Lynette Longmire
Client Service Administrator
Phone: (608) 783-0003
Phone: (608) 783-0003
Kendra Sopher
Client Service Administrator
Phone: (608) 783-0003
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
1113 Riders Club Road
Onalaska, WI 54650
Phone: (608) 783-0003