This is more than just a living.
When it comes to finances, numbers can seem black and white. We founded this company to take it a step further—how do the numbers support you and your family?
Josh Prusinski - Grantsburg
Founder, CFP®
Aaron Widiker - Chippewa Falls
Founder, AAMS®
Kee Prusinski - Grantsburg
Director of Operations and Client Support
Rachel Widiker - Chippewa Falls
Director of Operations and Client Support
Amie Thomas - Grantsburg
Director of Client Services
Sara Denning - Chippewa Falls
Director of Client Services
Josh Prusinski
Founder, CFP®
Growing up in a hardworking, agricultural community, I learned the importance of honesty, integrity, and respect for others. Relationships are key, and as a financial advisor, I believe trust and partnership play a vital role in helping you reach your financial goals.
Background
In order to better serve my clients, in 2017, I advanced my skills by passing a series of exams and earning the CFP® certification. I have been able to utilize these skills to help my clients more comprehensively work toward their goals and enjoy their best life. I completed my undergraduate degree at Indiana Wesleyan University, with a Bachelor of Science in Business Administration and an Associate of Arts in Christian Ministries.
My Clients
My clients are a diverse group of people in retirement or near retirement, young professionals, and business owners. I feel extremely fortunate to partner with them and provide the guidance, support, and tools they need to have the means to thrive in their given endeavors.
Partnering Together
Each client relationship begins with a conversation to understand and define his or her financial goals and priorities. Following an established process, I develop financial strategies and regularly communicate to help ensure we are up to date and staying on track.
Kee Prusinski
Director of Operations and Client Support
The importance of family and relationships is the driving force throughout my life and career. I highly value the conversations I have with clients and especially enjoy finding opportunities to better support their specific needs. The skills and practices I developed during my seven years as Senior Vice President of Operations and Project Manager for a nonprofit organization based out of Silicon Valley has helped me implement and manage the details and processes within our office to provide a personalized client experience. My background includes serving as the Worship Arts Director at Maranatha Evangelical Church in Rice Lake, WI and completing my undergraduate with a Bachelor of Arts Degree in Vocal Music Performance from Indiana Wesleyan University. On a personal note, I enjoy anything music-related, golfing, skiing, exercising, and most of all, supporting Josh and our four kids.
Amie Thomas
Director of Client Services
With eight years of experience, I have grown to understand the importance of a personalized approach to serving our clients' needs. I strive to handle client services with efficiency, structure, and devotion. It’s my goal to handle each client interaction with confidence and knowledge, providing exceptional administrative support. I obtained my Architectural Commercial Design Degree, and my professional background includes seven years of experience as a Real Estate Broker prior to entering the financial industry. Outside the office, I enjoy kayaking, camping, biking, and life at home with my husband, Lee, and son, Kaden.
Aaron Widiker
Founder, AAMS®
Aaron Widiker is a seasoned professional with a strong foundation in the values of hard work, family, tradition, and integrity. Growing up in the town of Birchwood in northwestern Wisconsin, he learned the essential life lessons that have shaped his character and career. At 43 years of age, Aaron's journey is a testament to resilience, dedication, and a deep-seated passion for the outdoors.
Growing up in a modest family where money was scarce, Aaron quickly grasped the importance of resourcefulness and determination. He watched his parents work tirelessly to provide for their family, instilling in him a profound respect for the value of honest labor and financial responsibility.
Throughout his life, Aaron has fostered a profound love for the great outdoors. Whether he's deep in the woods on a hunting expedition or casting a line, Aaron finds solace and inspiration in the natural world. His hunting adventures have taken him to remote, uncharted territories alongside friends and family, where he has forged unforgettable memories and connected with the wild.
In his professional life, Aaron has cultivated a rewarding career centered on helping clients plan for their most important life goals. For the past 16 years he has been deeply committed to guiding individuals and families towards a meaningful and prosperous future. Aaron's distinctive approach is to encourage people to prioritize the things that truly matter in their lives, striving to be not just helpful but invaluable in their journey.
Aside from his professional pursuits, Aaron is blessed with a loving family that includes his wonderful wife, Rachel, and two cherished sons, Tristan and Landon. As a devoted father, he relishes the opportunity to coach his sons' sports teams, passing on the invaluable life lessons he has acquired over the years.
Aaron Widiker embodies the principles of hard work, integrity, and a deep appreciation for nature and family. His life's journey is a testament to the strength of character that emerges from humble beginnings and a profound connection to the values that truly matter in life.
Rachel Widiker
Director of Operations and Client Support
Rachel brings a unique blend of compassion, dedication, and an innate ability to excel in fast-paced environments to her role as Director of Operations and Client Support at Wolf Tree Wealth Management. With a background in nursing and years of experience in healthcare, she has seamlessly transitioned into the financial industry and is an invaluable asset to the team.
Born and raised on a Minnesota chicken farm as the youngest of six children, Rachel's early life instilled in her the values of hard work, resilience, and a strong sense of community. She ventured to Wisconsin for nursing school, earning her BSN in Nursing at the University of Wisconsin-Eau Claire (UWEC). Rachel spent fourteen years as a Registered Nurse on the Neuro/Trauma unit at Mayo Clinic in Eau Claire, where her dedication to patient care and her ability to navigate high-pressure situations quickly became evident.
During her tenure in healthcare, Rachel's commitment to detail and her skill in prioritizing tasks allowed her to thrive. She served as RN Supervisor for nine years, demonstrating her leadership capabilities and the ability to coordinate the complex operations of a hospital unit efficiently.
Rachel's transition to the finance industry has been marked by the same attention to detail and ability to handle pressure, making her a reliable member of the Wolf Tree Wealth Management team. Her understanding and concern for individuals going through challenging life situations have proved invaluable in her role, ensuring clients receive the support and empathy they need.
Within the Wolf Tree Wealth Management team, Rachel excels in daily operations and thrives on planning events and community outreach efforts. Her dedication to both clients and her colleagues creates a harmonious and efficient work environment.
Outside of the office, Rachel enjoys spending time with her husband, Aaron, often found on the sidelines cheering for their boys at sporting events or relaxing at the lake. She enjoys reading, exploring new travel destinations, walking, and snowshoeing. Rachel is known to have a deep appreciation for the simple pleasures in life, such as coffee and sunshine.
Sara Denning
Director of Client Services
Sara Denning brings a wealth of experience and dedication to her role as Director of Client Services at Wolf Tree Wealth Management. With a mantra of "If I can help, I will," Sara has spent nearly 30 years in financial management and client service. Her journey from bookkeeper to paralegal and financial branch administrator has provided her with a deep well of experience and background to draw upon when serving clients.
Sara's commitment to excellence extends beyond her professional life. As a devoted wife and a loving mother to three daughters, she has refined her interpersonal skills through the diverse and often challenging situations that family life presents. She recognizes that these life experiences have a profound impact on her ability to assist clients with understanding and empathy.
A lifelong resident and active member of Chippewa Falls, Wisconsin, Sara holds her community in high regard. Her local roots deepen her commitment to helping those in her hometown achieve their financial goals and secure their future.
When she's not hard at work, Sara finds joy in supporting her daughters in their various activities and pursuits. She also cherishes moments of relaxation with her husband, often spent on their deck, sipping a glass of wine and enjoying life's simple pleasures.
Sara Denning's unwavering commitment to client satisfaction, combined with her extensive professional background and personal experiences, make her an invaluable asset to the Wolf Tree Wealth Management team. She is dedicated to helping clients.
