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    TRUSTED FOR OUR OBJECTIVITY

    We believe in an unbiased,
    independent and objective investment
    approach based on time-tested
    financial principles.”

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    TRUSTED FOR OUR TEAMWORK

    Our team is unique because our
    approach utilizes our diverse expertise
    and insight within a collaborative
    investment model.”

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    TRUSTED PARTNERSHIPS

    We listen and work with you in a
    consultative approach to customize
    investment solutions to best meet your
    needs today, tomorrow and in the future.”

Rebecca A. Wiegand

Rebecca A. Wiegand

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Operations Analyst

Becky Wiegand began her investment industry career in 2005 as a Portfolio Management Specialist with HGMR Investment Management. Becky spent 14 years at Baird in several different capacities including a Senior Financial Analyst for Private Wealth Management and a Senior Product Manager overseeing the firm’s rep portfolio manager program. She joined Isthmus Partners, LLC in 2021 as an Operations Analyst. Becky’s primary responsibilities include portfolio operations management, performance reporting and database population. She graduated from the University of Wisconsin at La Crosse having earned a bachelor’s degree in Finance with an emphasis in Accounting.