Trey Carpenter, AAMS®, Wealth Advisor
My wife Sarah and I got married in September, 2017 and our life has been one adventure after another. We love to travel and try to see as much of the world as we can. When not traveling we enjoy long walks with our two dogs, who keep us plenty entertained. Our latest journey has been the most exciting by far! We welcomed our first child, our daughter Quinn, in December.
Coming from a military family, I had the opportunity to live all over the country and even in Germany. Eventually life led me to Sioux Falls, SD, where I attended Augustana College (now University) and graduated in 2011. I moved to Madison and began my career in finance in 2012. I love being a part of my client’s lives as they work towards their goals, and over the past 9 plus years I have partnered with hundreds of individuals and families to help them achieve those goals.
Melissa Clark, Client Service Associate
Melissa has partnered with Shane and their clients since 2014. She and Matt have two children: Mia (born in 2009) and Maddox (born in 2015). Melissa is originally from St. Louis, but now lives in Mt Horeb. She brings her vast knowledge of the industry to Madison Partners along with her diligence and client-centric nature.
Judy Gjertson, Client Service Associate
Judy is from a large family and grew up on a farm outside of Cambridge. Soon after high school she met her husband, Wayne. This year they will celebrate 33 years of marriage. They live in rural Stoughton. Wayne and Judy have two wonderful sons, Erick and Kyle, who are both graduates of UW Madison. She enjoys spending as much time with her family as possible.
Zach and Judy have partnered with their clients since 2012. She has a special place in her heart for their clients and families and enjoys any time she gets to spend with them.
Coty Hainsey, Wealth Advisor
I grew up in Pennsylvania and graduated from Westminster College with a degree in mathematics in 2012. After college, I moved to Madison to work for Epic. I quickly fell in love with Wisconsin, and my brother and parents soon joined me. I now live in the Fitchburg area with my dog Brayleigh. My girlfriend Sarah and I enjoy staying active outdoors, cooking for our friends, and trying out local restaurants.I worked at Epic for several years before beginning my career as a financial advisor in 2016. Since then, I have helped hundreds of individuals and families in different stages of life work toward and achieve their goals. I love partnering with clients to help them plan for and realize those goals every day.
Shane Kieler, CFP®, Wealth Advisor
My wife, Shiro, and I have 2 children: Winston (born in 2017) and Zara (born in 2019). We live in Monona, WI, which is also where I grew up. Shiro is from Nairobi, Kenya, so naturally, one of our favorite things to do as a family is travel. Shiro is a radiologist at the UW Health University Hospital. We cherish each moment as we watch our family grow.
I spent 3 years at Augustana College in Sioux Falls, SD, and then spent my final year at UW-Platteville, where I graduated with my accounting degree. What I love the most about being a financial advisor is the people that I’ve had the chance to share experiences with over the years. A lot has changed for me since I first became an advisor in 2010, and many of our clients have seen me go from a college student, to a financial advisor and to a father. Likewise, I’ve had the chance to see so many of our clients retire and enjoy their hobbies, travel to places they never thought they’d be able to go to, and become parents and grandparents. Having the opportunity to celebrate and share these moments with them is what I enjoy most about my job.
Jim Kondrasuk, Wealth Advisor
I am a lifelong resident of Wisconsin, a real Badger & Packer fan, and very proud of my Wisconsin Heritage. I grew up in Central Wisconsin, Marshfield and came to Madison to attend the UW where I earned a Bachelors and Masters from the UW School of Business. I loved the city, the atmosphere, and the people so much that I never left.
I have three adult children – a son living in Madison, a daughter & family in Lenexa KS, and another daughter & family in Midland MI. I have two grandsons, and one more on the way! I have been active in the Madison Community for years and I have a strong belief in giving back to the Community. I have served on the Monona Grove School Board, a Community Development Authority, the Madison Optimist Club, and the Optimist International organization, having served as the International President 2016 -2017.
My entire career has been spent in the financial arena – from banking to financial services, investments and financial planning. The part I enjoy the most is working with people and helping them plan to meet their financial dreams - from buying their first home to planning and enjoying retirement.
Zach Kuehl, CFP®, Wealth Advisor
My wife, Brittany and I live in Sun Prairie with our two children: Corey (born in 2014) and Molly (born in 2016). Brittany is a Nurse Educator at UW-Health University Hospital. We are enjoying watching the kids grow and start to participate in different activities.
I grew up with both parents as teachers, and I like to think that helped prepare me in working with, and teaching clients. I graduated with a BBA and MBA in Finance from UW-Whitewater and started my career as a financial advisor in 2012. I have loved working with clients and their families to plan for and achieve each and every goal that is important to them.
Mark McFarland, CFP®, Wealth Advisor
Life is fun and crazy for my wife Regina and I thanks to our four energetic children: Jackson (6), Callan (4) Sophie (2) and baby Ella. Regina has a window covering business with her office in our Waunakee location. We enjoy travelling, boating, skiing, hiking and spending as much time outdoors as possible.
I grew up on a six generation dairy farm in Watertown, WI. Today my parents and sister run the farm. I graduated with a finance degree from UW-Madison and have been working as a financial advisor since 2010. Over the past decade, I have had the privilege to help over 125 individuals successfully transition into retirement. I love being a coach for my clients to help identify what’s most important to them and be a catalyst to make that a reality.
Shannon Reed, Client Service Associate
Shannon began her career in finance in 2006 in Colorado. She began working with Mark and their clients in 2012 when she moved back to Wisconsin to be closer to her family. Shannon now lives in Waunakee with her husband Nathan and two girls: Scarlett (7) and Vivian (6). Shannon enjoys camping with her family and adding to the good in the world each day.
Karen Wright, Client Service Associate
Karen is a long time resident of Brodhead and has been working with Trey and their clients locally since 2012. She and her husband, Marty, have been married for 35 years. They have a daughter, Payton, who recently graduated from UW-La Crosse and is now a certified CPA in Middleton. Karen takes pride in serving her clients and building strong personal relationships.
Jesica Zwettler, Client Service Associate
Jesica and her husband Scott have two children: Tenley (2) and Jackson (6 months). She was born and raised in Madison. She worked in healthcare for 15 years prior to diving into finance in 2016 with another financial services firm. We are excited to have her join our team!