Kevin Kosgard is a financial advisor at Wealthspire Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealthspire Capital, LLC and Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees. The firm offers wealth management, financial planning, and trust administration services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation.

Tammie Lenzner is a financial advisor at Wealthspire Advisors in Appleton, WI, holding a Series 65 designation with 12 years of industry experience. She has been with Wealthspire Advisors since 2007. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and trust services. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation and uses third-party platforms to manage held-away retirement assets.