Team

Get to Know Us

The team at Windward Wealth Strategies, Inc. is here for you.
Our team believes that managing your wealth involves developing a thorough, comprehensive understanding of your overall financial picture and family dynamics. With that understanding in place, we can begin to develop a long-term plan that is well positioned to meet your financial needs.


 GREGORY B. PIERCE, JDGregory B. Pierce, JD

President & CIO
  • 23 years of investment experience
  • Reinhart Partners, Inc. – Principal and Portfolio Manager
  • Virchow Krause Wealth Management
  • U.S. Bank
  • Hamline University – JD
  • University of Wisconsin – Eau Claire – BA

KIM M. MOLITORKim M. Molitor

Relationship Manager
  • 15 years of client advisory experience
  • Reinhart Partners, Inc. – Relationship Manager
  • Associated Trust Company
  • U.S. Bank
  • University of Wisconsin – Oshkosh – BS

WALTER A. KOSKINEN, CISPWalter A. Koskinen, CISP

Chief Compliance Officer & Relationship Manager
  • 25 years of client advisory experience
  • Reinhart Partners, Inc. – Relationship Manager
  • Associated Trust Company
  • U.S. Bank
  • University of Wisconsin – Oshkosh – BS

CASSANDRA A. KNIGHTCassandra A. Knight

Client Relations Specialist
  • 25 years of client advisory experience
  • Reinhart Partners, Inc. – Associate Relationship Manager
  • Associated Trust Company
  • Baker Tilly Investment Advisors
  • U.S. Bank
  • University of Wisconsin – Oshkosh – Accounting

Deb Allison-Aasby

Financial Planner & Relationship Manager
  • 5 years of client advisory experience
  • Principal Financial – Financial Advisor
  • Edward Jones – Investment Advisor Representative
  • University of Wisconsin – Stout – BS

 


Your Extended Wealth Team

At Windward Wealth Strategies, our team will coordinate with your other wealth management advisors to understand your complete wealth picture. We’re ready to work with your:

  • Attorney
  • Accountant
  • Banker
  • Insurance Provider
  • Investment Advisor

Call (920) 230-2215 to request a complimentary consultation with a Windward Wealth Strategies advisor.

You’re invited to discover more about Windward Wealth Strategies:

Contact Us

Windward Wealth Strategies Northeast Wisconsin Office 2370 State Road 44 STE A Oshkosh, WI 54904