THREE PILLARS WEALTH MANAGEMENT - Key Persons
Brittany attended the University of Wisconsin-Parkside, majoring in mathematics. While she always loved numbers, she found her true calling in team development, client relationship management, and operations in the financial field. Since then as Relationship Manager, Brittany has become an expert in coordinating communications with our clients and supports our financial professionals by helping manage client relationships. Day-to-day, Brittany serves as our clients' direct extension to Will and as an invaluable resource to our clients, guiding them through new account processing, account update paperwork, and the transferring of funds to and from investment accounts. A lifelong student, Brittany used what she learned at Three Pillars Wealth Management to further her training and now holds a FINRA Series 7 and 63, and Life, Health and Accident Insurance licenses. When she's not keeping the office running smoothly, Brittany is hiking, knitting, or rooting for the Milwaukee Bucks with her husband, Rod, and their three children, Paxton, Finnick, and Huxley.
Garrett Smith - Chief Investment Officer
Garrett Smith earned a Bachelor of Science in Engineering and Bioengineering from the University of Pittsburgh and doctorates in Philosophy, Business Administration, and Finance from Florida Atlantic University. Following his education, he went on to teach Finance at the University of Wisconsin Whitewater. He has worked with numerous financial institutions in New York and New Jersey throughout his career, including Capital One Bank, TD Bank, and North Fork Bank, where he worked with high-net-worth and ultra-high-net-worth clients.
Katherine earned her Bachelor's Degree at the University of Iowa, where she developed an interest in finance. Shortly after moving back to the Stateline area to be closer to family, she serendipitously met Will and the two immediately clicked. She joined Three Pillars Wealth Management in 2016 as VP of Operations and now serves as the lead financial planner for the team.
Katherine takes a strategically down-to-earth approach to financial planning, making her an asset to clients in all stages of life as she helps them navigate their finances and create realistic action plans to pursue goals for the future. She works closely with all of her clients to ensure they have a holistic understanding of their financial well-being and the tools needed for success.
Katherine holds a FINRA Series 65 and Life, Health & Accident Insurance licenses and is currently working towards her Chartered Financial Consultant (CHFC) licensure.
Will Sutherland grew up in Wisconsin, where family business and entrepreneurship were the norms. He attended The University of Wisconsin Madison intending to become an attorney, but the "flying bug" took over. He pivoted and then went on to earn business and aviation degrees from the University of Dubuque. Upon graduation, Will joined the Army, where he became an officer and a pilot. He went on to work for US Airways until 9/11 changed the flight industry. It was then that Will found his niche as a financial planner. His love of this field and his natural ability to help others led him to entrepreneurship and the creation of Three Pillars Wealth Management in 2010. As an entrepreneur, Will is the fourth generation of his family to proudly serve communities nationwide.
Will holds the FINRA Series 7, 66, and 31 licensure and is a Certified Family Business Specialist (CFBS).