Broker Check

Our Team

Scott J. Richardson, ChFC®, AAMS®

Owner, Wealth Adviser

608-827-8881

srichardson@awateam.com

Scott has been motivating and guiding his clients toward their financial goals for more than 20 years. His interest in financial services began with a college internship in 1997. He started to build his client base in 2000 and took his...

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Jordan T. Truttschel

Owner, Wealth Adviser

608-827-8881

jtruttschel@awateam.com

Jordan advises his clients on retirement planning through a fundamental approach. Client education and transparency are important pillars that he has built his business around. He is trusted and highly respected due to his hardworking...

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Robert C. Kniprath, CFP®, CLU®, ChFC®, CASL®

Owner, Wealth Adviser

608-827-8880

rkniprath@awateam.com

Bob has been a financial services industry professional since 1999. For over ten years he was a financial advisor at Northwestern Mutual Financial Network. In March of 2010 he decided it served his clients best if he opened the doors...

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Sharon M. Blechinger

Owner, Wealth Adviser

608-827-8881

sblechinger@awateam.com

Sharon’s professional goal is to develop a long-term relationship with each of her clients – often working with several generations of a family. This approach allows her to truly know and understand her clients and their...

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Richard Wittmann, CPA

Owner, Wealth Adviser

608-827-8881

rwittmann@awateam.com

Rick has been assisting his clients in achieving their financial goals for over 20 years through his tax preparation and planning practice...

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Jonah T. Nelson, ChFC®

Associate Adviser

608-827-8881

jnelson@awateam.com

Jonah joined the Atlas Wealth Advisers team full-time in 2019. Jonah assists the other advisers with day-to-day tasks, helping them become more efficient and able to spend more time focusing on their clients. On top of that, Jonah has...

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Anna Bartle

Client Services Manager

608-827-8881

abartle@awateam.com

Anna is responsible for overall office management and organization, day-to- day operations, service work for clients, scheduling and special projects and events. She generates and processes paperwork required to process distributions...

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Taylor Bowker

Insurance Benefits Specialist

608-827-8881

tbowker@awateam.com

Taylor believes that everyone should understand what they’re paying for when it comes to their insurance. She thrives on helping her clients feel at ease about their decisions and enjoys building strong relationships with them...

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Mitchell McGlinn

Planning Associate

608-827-8881

mmcglinn@awateam.com

Mitchell has a passion for people and service, and is eager to put these qualities to work as he begins his career in financial services.  He is a 2018 graduate of the University of Wisconsin-Whitewater with a degree in Finance...

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