Paula began her career in the financial services industry with Paine Webber in 1985 through a part-time high school internship program. With more than 15 years of back office experience in Paine Webber/UBS’ Operations Department, Paula gained extensive knowledge of the industry. In 2009, she joined the WE Group, where she has been providing clients with the exceptional level of service that the team maintains as one of its primary goals.
Paula attended the University of Wisconsin-Milwaukee.
Paula leads our client administrative and operations for the team. She is responsible for client service which includes: client documentation, income distributions, online services and client on-boarding.
Ashley began her career with Baird in 2012 and has more than 7 years of industry experience. Ashley has been a Client Relationship Assistant in Baird’s North Shore office since September 2012. Prior to that, she worked at Baird’s Madison West office, Raymond James and LPL Financial.
Ashley’s extensive industry knowledge, eagerness to learn and work with people makes her an excellent resource for clients to work with.
Education and Designations
Ashley attended Lakeland College and received a Bachelor's degree in business management and finance. She currently holds the FINRA Series 7 securities license.
Ashley leads our educational, social and community event planning as well as client inquiries and requests. She is responsible for account maintenance and opening, transfers, & document processing.