Client Relationship Manager
Desiree has been working with clients in the financial industry since 2014. In spring of 2017, she brought her experience to Wealth Distribution Strategies. She serves as a Client Relationship Manager providing support to clients and advisors with scheduling appointments, handling client requests and questions, completing paperwork, along with many other activities. You will find Desiree to be very organized and proactive in her daily activities to give the best client service experience. She strives to continue building a better version of herself each day and is always looking for ways to grow personally and professionally.
Desiree graduated in May of 2016 from University of Wisconsin-Platteville where she earned a Bachelor of Science degree in Business Administration with an emphasis in Finance. She currently holds Wisconsin certifications for Life and Health Insurance, as well as Long-Term Care Insurance. Desiree enjoys leading an active lifestyle with her husband, Steven. When she is not at the office, she enjoys her time outdoors, especially going on long hiking trips. Desiree also greatly values spending time with her family and friends. Other hobbies include watching sports, her favorite teams are the Badgers, Brewers, and the Green Bay Packers.