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.
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, two step-sons, Huckson (2015) and Theo (2017), and her daughter Amelia (2021). She also enjoys her time outdoors hiking, fishing, and practicing archery.