At Crescendo Wealth Management, LLC we work as a team in all respects. We work with you as your co-planning financial partner.
Our staff work as a team to give our clients great service and advice by:
- brainstorming ideas
- discussing strategies
- sharing solutions
- sharing educational opportunities
- handling all the daily work
Please take a few moments to learn more about each of our team members.
Growing up on a Wisconsin dairy farm taught Betty Wellhoefer Hill many things about entrepreneurship and hard work. She also learned about investing in the stock market as her father would often stop to see their stockbroker when they...
Please click on: Brooke's Video Bio Brooke Napiwocki serves as the Director of Financial Planning at Crescendo Wealth Management, a boutique financial planning firm located in Ozaukee County. Brooke brings nearly 20-years of experience...
A passion for empowering individuals to better understand and take control of their financial futures is a key motivator for Kathleen. As a Financial Advisor at Crescendo Wealth Management, LLC, Kathleen Oberneder brings more than 15...