Delafield, WI Office

Brion Collins is a CFP® with 28 years of industry experience, currently with Wealthspire Advisors. He has held roles within Wealthspire since 2015, including positions at Wealthspire Capital, LLC. His credentials also include Series 63 and Series 65 licenses. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering services that include wealth management, financial planning, and retirement-plan consulting.

Juliette Williams is a financial advisor at Wealthspire Advisors with 30 years of industry experience and holds Series 63 and Series 66 designations. She previously worked at Wealthspire Capital, LLC, and currently serves as a client support coordinator at Bronfman E.L. Rothschild, LP. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Jay Frank is a CFP® and ChFC® with 36 years of industry experience. He is currently a financial advisor at Wealthspire Advisors, where he has worked since 2015, and previously held roles at Wealthspire Capital, Lake Country Wealth Management, Next Financial Group, and Principal Financial Services. Frank serves on the boards of several nonprofit organizations, including Rauch, Inc., the Society of Financial Services Professionals, Congregation Beth Jehudah, and the Jewish Community Foundation of Milwaukee. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, nonprofits, and foundations, utilizing an institutional-style asset allocation framework with ongoing client monitoring and centralized investment oversight.

Raziel Hecht is a CFP® and Series 66-registered advisor with Wealthspire Advisors in Delafield, WI, bringing 11 years of industry experience. He previously worked at Wealthspire Capital, LLC from 2015 to 2020. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and financial planning services, employing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.

Matthew Kleiman is a financial advisor at Wealthspire Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at the Development Corporation for Israel and Robert W. Baird. Outside of his advisory role, he is a co-owner of a commercial real estate venture, Emet Holdings, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets across about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation approach implemented through various investment vehicles and centralized oversight.

Emily Perschbacher is a financial advisor at Wealthspire Advisors with a Series 65 credential and three years of industry experience. Her prior work includes roles at Ameriprise Financial and Resilient Wealth Planning, as well as teaching positions at the University of Wisconsin Whitewater and in middle and high schools. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and ongoing portfolio reviews.

Joshua Frank is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 65 designation and has been with Wealthspire Advisors since 2017. Prior to his advisory career, he worked at Milwaukee Kollel and B.E.S.T. Camp. He serves as vice president of the board of directors for Torah Academy of Milwaukee, a local girls' high school, where he participates in fundraising and budget approval on a volunteer basis. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees. The firm offers customized wealth management and financial planning services with an investment approach that emphasizes diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.

John Dobson is a Series 65-licensed financial advisor with Wealthspire Advisors, where he has worked since 2017. He has eight years of industry experience and previously worked at US Bancorp. Outside of his advisory role, Dobson coaches high school hockey for Waukesha Public Schools. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach, incorporating mutual funds, ETFs, private investments, and separate account managers, with ongoing client monitoring and additional services including financial planning and retirement-plan consulting.