Ingrid comes to WR Wealth Planners with over 13 years of experience in the financial industry.

Prior to joining WR Wealth Planners, she was affiliated with Cetera Advisors overseeing 150 advisors and their offices for 10 years. While in this role, Ingrid worked side by side with advisors and their staff to assist with training new members, lead transitions from other firms, handle escalated issues and ensure offices followed industry regulations. Most recently she worked in the Columbia Cetera Advisors Advisor office, supporting her advisor and clients. Ingrid’s combined experience brings expertise in both client-facing operations and compliance.

Ingrid’s role with WR Wealth Planners as the Senior Wealth Specialist and Assistant Chief Compliance Officer is to oversee the day-to-day compliance operations of the firm. Outside of work, Ingrid enjoys spending time with her family in Colorado and friends in Kansas City when time allows. On the weekends you can catch her cheering on her two boys on the football and baseball fields and basketball courts. She and her boys also love traveling outside the US and experiencing other countries and cultures.