Alacrity Wealth Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Alacrity Wealth Advisors
Team photo for Alacrity Wealth Advisors

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Advisors

Advisor photo for Kim Angell

Kim Angell

CFP®, ChFC®, APMA®

Private Wealth Advisor

Chartered Financial Consultant®
Visit Kim Angell's website
Advisor photo for Andrew Lochner

Andrew Lochner

CFP®, ChFC®, APMA®

Private Wealth Advisor

Franchise Owner
Visit Andrew Lochner's website
Advisor photo for Michael Nerdahl

Michael Nerdahl

CRPC, APMA®

Private Wealth Advisor

Visit Michael Nerdahl's website
Advisor photo for Tracey Stalter

Tracey Stalter

CFP®, ChFC®, APMA®

Financial Advisor

Chartered Financial Consultant®
Visit Tracey Stalter's website
Advisor photo for Charles Jaskowiak

Charles Jaskowiak

Financial Advisor

Visit Charles Jaskowiak's website
Advisor photo for Austin Korger

Austin Korger

APMA®

Financial Advisor

Visit Austin Korger's website
Advisor photo for Michael L Wolbers

Michael L Wolbers

ChFC®, APMA®

Financial Advisor

Visit Michael L Wolbers's website
Advisor photo for Travis Rucinski

Travis Rucinski

APMA®

Financial Advisor

Visit Travis Rucinski's website
Advisor photo for Brianna Gardner

Brianna Gardner

Associate Financial Advisor

Operations Director
Visit Brianna Gardner's website


Team

Nancy Kaczmarek

Nancy Kaczmarek

Office Manager

Tami Kubowski

Tami Kubowski

Client Service Coordinator

Paula Hoerter

Paula Hoerter

Client Service Coordinator

Ben Heidemann

Ben Heidemann

Financial Planning Assistant

Donna Saddison

Donna Saddison

Client Service Coordinator

Kylee Martens

Event Planner,

Marketing Specialist

Qualifications

  • Bachelor’s Degree, University of Wisconsin–Stevens Point

Roles & Responsibilities

  • Partner with advisors and operations to support marketing initiatives and strengthen the firm’s brand, manage website and social media updates, and coordinate seminars and client events.
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Melissa Kokott

Melissa Kokott

Client Service Coordinator

Sasha Hornung

Sasha Hornung

Financial Planning Assistant