Mickey joined The Leist Group in 2009 as an Administrative Assistant and has since evolved into a versatile operational leader. Over her tenure, her responsibilities expanded to include digital content management, marketing campaigns, and coordinating the firm’s Educational Workshops. Today, Mickey oversees back-office operations, support staff, internal compliance, and licensing. She plays a critical role in client support and assists our Investment Adviser Representatives with comprehensive client review preparation.
She is a graduate of UW-Milwaukee with a double major in English and French. Mickey met her husband in 2003 after living abroad in Europe. They have two active boys and two big collies. Mickey enjoys playing with her kids, reading, traveling, and a good meal with family and friends.
Mickey is Series 6 and 63 licensed, a Notary Public, and holds a Medallion Signature certification.