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 handling client requests and questions, completing paperwork, assisting with organizing events, and many other activities. You will find Desiree to be very organized and proactive in her daily activities to give the best client service experience.
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 has completed her Financial Services Certified Professional (FSCP®) designation.
When she is not at the office Desiree enjoys spending time with her husband, Robert, and two sons, Huckson (2015) and Theo (2017). She enjoys her time outdoors hiking, fishing, and bow-hunting. If she is not enjoying the outdoors in the woods, on a boat, or on a dirt path you can find Desiree exploring new wineries and breweries with her family and friends. Desiree also enjoys watching college and professional basketball, her favorite teams are the Wisconsin Badgers and the Milwaukee Bucks.