CONNECT

Address:

999 Fourier Drive, Suite 100.
Madison, WI 53717

Phone:

608-841-1043

Our Team

Jacob Welch

Jacob Welch

President
Wealth Advisor

(608) 841-1043 
jake@welshire.com

 

Jake loves helping people! People are in charge of their retirement investments and they deserve great service and value. The Welshire team is built to do just that. We aim to provide service the way we would like to recieve it. It's been said that we work to engender trust by responding to clients' needs and wishes with genuine care.

Jake Welch is a Financial Advisor, he has his  Series 7 & 66 registrations and is a  Registered Representative of Principal Securities, Inc. and has been with Welshire Capital since May of 2015. As a former collegiate athlete, he is passionate about competitive sports and the camaraderie of high-performing teams.

The dynamics of game planning, championship defenses and team building in sports translates into helping you create a personalized retirment plan. Helping you get on track and stay on track is Jake's goal. Coordinating your tax, legal, insurance and investment representatives together to form one cohesive plan can help you retire with more confidence . 

Jake is a graduate of the University of Wisconsin – La Crosse and has been married to his wife Ali since September of 2013. Jake and Ali have a son named Isaiah. When he's not working, Jake enjoys playing basketball, golf, fishing and being with his family and friends.

Check the background of this investment professional on FINRA's BrokerCheck.

Kristy Peters

Kristy Peters, MBA

Senior Vice President
Wealth Advisor

(608) 783-0003 
kristy@welshire.com

Kristy Peters is the Senior Vice President and a Financial Advisor of Welshire Capital. After working as an Accountant for many years, she began her financial career in 2000 with another investment firm, but moved to Welshire Capital in 2003, as she felt the Christian values of Welshire Capital was a better fit for how she wanted to help people.

Kristy attended WTC, where she graduated with high honors with a degree in Accounting. She attended Franklin University, where she graduated Summa Cum Laude with a BS degree in Business Administration and Masters of Business Administration. She has her  Series 7, 63, and 65 registrations and is a Registered Representative of Principal Securities, Inc.

She was born in La Crosse, WI and resides in Onalaska, WI with her husband of 28 years. She is the mother of three children and grandmother of two grandchildren.

Check the background of this investment professional on FINRA's BrokerCheck.

Josh Lieder

Josh Lieder

Vice President
Wealth Advisor

(608) 783-0003 
josh@welshire.com

Josh Lieder is a Financial Advisor and has been with Welshire Capital since June of 2010. He graduated from University of Wisconsin-La Crosse with a degree in finance. During his senior year he interned with Welshire Capital and was brought on full time after graduation. His heart is to provide people with education, clarity, and understanding by helping them discover where they are at and where they want to be.

Josh has his Series 7 and 66 securities registrations and is a Registered Representative of Principal Securities, Inc.

He and his wife, Sarah, live in La Crescent, MN and have a beautiful baby girl.

Check the background of this investment professional on FINRA's BrokerCheck.

Kendra Sopher

Kendra Sopher

Director of Lasting Impressions

(608) 783-0003
kendra@welshire.com

Kendra Sopher is the Director of First Impressions, and started with Welshire Capital in November of 2013. Kendra is at the front desk at Welshire. She answers the phone, helps and cares for our Welshire “family”, and assists the staff with various tasks. Kendra's passion is to help people smile and feel better about their day than when they started.

Kendra is a graduate of the University of Wisconsin – La Crosse. Her background includes teaching Kindergarten and Second Grade, working for the United States Senate, for the Minnesota House of Representatives, and for Northwest Airlines.

Kendra and her husband Jon have been married for 32 years. They have 4 children. Their oldest daughter was married in December of 2014 and gave birth to her first grandson! Their second daughter was married in October of 2015. Their third daughter works full time at a local boutique hotel, and also for a local wedding planner. Their youngest son is going to be a freshman at UWEC and enjoys basketball and golf. Kendra and Jon reside in Onalaska.

Karen Strand

Karen Strand

(608) 783-0003
karen@welshire.com

Her background includes work with Hewitt and Arthur Andersen in Chicago. Karen lives with her husband Greg in Northfield, MN and works from her home. Karen has three adult children.

 

Jacob Welch

 

Katie Richard

Client Service Administrator

(608) 841-1043 
katie@welshire.com

Katie is our Client Service Administrator.  If you’re calling our Madison location, this is the voice you’ll hear on the other side of the phone.  Katie joined Welshire Capital near the end of 2017.   She has her Bachelor of Science Degree in Art and Design with a concentration of Photography from Northern Michigan University. 

Some of her background includes, sports photography for the Madison Mallards Baseball Club, Green Bay Packers and Focal Flame Photography.  As well as an Event Host & Bartender at Revel and an Administrative Assistant at Ball Corporation. 

She is originally from Northern Wisconsin and considers herself a “Yooper.”  Katie is involved in playing sports and has a passion for volleyball. This love for sports translates to a high level of energy and motivation.  Katie shares a high level of integrity that we deem essential for our practice. Katie has strong organizational skills and has a creative knack for client communication.