My Team
Amy J Mayer
Kathryn G Dieter
Our Support Teams
The Private Client Services Investment Team, which is based in Milwaukee, can provide customized investment management services for our high net worth clients using a suite of solutions designed to address our clients' unique investment management needs. Jones Financial has direct access to the portfolio managers responsible for managing these Private Client Services accounts.
NMWMC Private Client Services Team
The Advisory Investment Team, which is based in Milwaukee, provides investment research and consulting support for our advisory products and services. Jones Financial has direct access to the investment consultants who assist in addressing specific client needs by providing enhanced portfolio analytics, investment research and guidance.
NMWMC Advisory Investment Team
The Trust Services Team, which is based in Milwaukee, can administer a variety of trusts (e.g., Irrevocable Life Insurance Trusts, Charitable Remainder Unitrusts, Credit Shelter Trusts), and in so doing provide professional investment management, record-keeping, and objective decision-making with regard to trust distributions. Jones Financial has direct access to the trust administrators and portfolio managers who are responsible for managing trust accounts.
NMWMC Trust Services Team
Michelle Elaine Genzlinger
Michelle joined Laurie's team in February.
As Marketing & Scheduling Assistant, Michelle's primarily responsible for coordinating Laurie & Walt's calendars. She also oversees brand marketing including business development and event planning (both educational & fun).
Michelle resides in the northwest suburbs with her husband Tom. They have a daughter, Emmie and a dog Piper. Outside of work, her daughter keeps her busy. A native Rhode Islander, she always enjoys being near the water or on a boat, as well as skiing, reading and spending time with friends & family. She is a breast cancer survivor (of 5 years and counting) and is very active in supporting others.