Our Team

<< Back to Our Team

Jessica Wigen

With over 10 years of customer service experience, Jessica brings a calm, client-centered approach to every interaction. She’s passionate about building strong relationships and making sure clients feel supported, understood, and taken care of. Whether helping with day-to-day account needs or navigating more complex requests, she works closely with advisors to ensure a smooth and personalized experience. Her background in both service and finance helps her anticipate client needs and deliver thoughtful, reliable support.

Client Experience Manager

Education

B.S. in Psychology and Biology, University of Wisconsin-Stevens Point

A.S. University of Wisconsin-Baraboo Sauk County

Outside the office

Griffin enjoys spending time outdoors with his wife and their three boys, whether that means playing outside, exploring nature, or taking their Bernese Mountain Dog for a walk. He appreciates experiencing all four seasons Wisconsin has to offer. Golf is a summer staple, and when possible, he enjoys snowmobiling in the winter. He is also a fan of attending Green Bay Packers and Wisconsin Badgers games.

Blogs

Blog

Trump Accounts: What to Know and How They Fit Into Your Tax and Financial Plan

Trump Accounts are newly introduced tax advantaged savings accounts designed for children. While preliminary guidance has been issued, many details are still being interpreted, leaving families, professionals, and business owners with important planning questions.

Considering Alternatives Beyond Traditional Portfolios

Executives and business owners often build wealth through equity compensation, closely held business interests, or family-owned stock. Over time, portfolios can grow significantly while remaining tied to a narrow set of drivers.

When Real Estate Scale Outgrows Legacy Planning

Real estate families are exceptionally good at acquiring assets. They understand deals, financing, and market dynamics. As portfolios grow across entities and family members, however, the challenge rarely sits with acquisition skill.

Reframing Retirement Income for Business Owners

For many business owners, retirement is not a single event. It is a gradual shift from active involvement to a more passive role, often while business ownership, real estate holdings, and retirement accounts remain firmly in place. This transition introduces layers of complexity that traditional retirement planning models rarely address.