Alacrity Wealth Advisors

06/23/2026

Financial Planning Intern Ella Paquette did not arrive at Alacrity Wealth Advisors to observe, she arrived ready to contribute.

A rising junior at the UW-Madison, Ella studies finance, investment banking, and risk management. She was raised in Shullsburg, Wisconsin, a small town along the Illinois border about 20 miles from Platteville. There, discipline, consistency, and close relationships were part of her foundation.

Within her first month, she moved beyond observation and into active participation, gaining exposure to how advice is shaped, how trust is earned, and how decisions are made in real time.

Inside the office, she is already building a reputation for thoughtful questions, steady energy, and a genuine interest in understanding the “why” behind the work.

Ella is the first of four interns we will be introducing this summer. Three more perspectives are coming, each with their own path and approach.

Stay with us as we continue to share what this next wave looks like.

06/22/2026

Meet our 2026 Interns: Ella Paquette, Avrey Clarner, Drew Lewallen, and Deven Magli.

In just their first month, they’ve already gained a full view of what goes into delivering a great client experience. Ella and Deven are based in our Madison office, while Drew and Avrey are in Stevens Point, but location hasn’t limited their exposure. They’ve recently begun connecting with clients both virtually and in person.

They started behind the scenes with our operations team, learning everything that happens before a client meeting ever begins and seeing firsthand the level of preparation it takes. It’s hard not to walk away with a deeper appreciation for that part of the process.

More recently, they’ve joined client meetings alongside our advisors, learning directly from them as they guide clients through the financial planning process. Along the way, they’re building a stronger understanding of financial markets, trends, and movements, while also developing something just as important, a real sense of confidence and compassion in helping others work toward their goals.

A strong first month, and just getting started. We’re so happy to have them with us this summer!

06/21/2026

Happy Father's Day from the Alacrity Wealth Advisors team!

06/20/2026

Have you reviewed your retirement contributions recently?

Mid-year can be a helpful time to revisit:
• 401(k) contribution percentages
• IRA funding progress
• Employer match opportunities
• Catch-up contributions

Even small increases over time may have a meaningful long-term impact.
https://bit.ly/4b18Mbf

06/18/2026

Whether it’s lake weekends, backyard grilling, Brewers games, farmers markets, or family cabin trips — summer always seems to fly by around here.

What’s your favorite summer tradition?

06/17/2026

A great reminder of what investing in your community can look like.

Private Wealth Advisor Michael Nerdahl had the honor of presenting the Amherst Youth Football & Cheerleading Scholarships through his role as Treasurer, recognizing two standout students at the Tomorrow River Scholarship Foundation awards.

Alaina Zietlow, heading to Winona State University to study Spanish and bilingual education.

Miranda Trebe, pursuing a nursing degree at Mid-State Technical College, inspired by her mother to build a career in healthcare.

We’re proud to see the continued impact of the Tomorrow River Scholarship Foundation and the opportunities it creates for students year after year.

06/16/2026

Retirement planning can feel uncertain — especially when markets, inflation and life changes are constantly evolving. But having a thoughtful plan in place can help you stay focused on what matters most.

This article explores ways to approach retirement planning with clarity, flexibility and a long-term perspective.

Read more here:

Retirement is one of life’s biggest milestones—and one of its biggest financial questions.

06/12/2026

“Diversification” is one of those financial terms people hear often — but what does it actually mean?

At a high level, diversification is about spreading investments across different areas to help manage risk over time.

A diversified strategy won’t eliminate market ups and downs, but it can help create balance through changing environments.
https://bit.ly/3QaX9HL

06/11/2026

Private Wealth Advisor Andrew Lochner was proud to host an informative evening for guests, centered on building a thoughtful approach to long-term financial planning. He was joined by Madison office interns Ella Paquette and Deven Magli to present “Your Retirement Roadmap: Building Wealth and Saving for the Future,” highlighting key concepts and strategies individuals may consider as they plan ahead.

06/09/2026

Summer schedules can get busy quickly.

Now can be a good time to organize important financial documents, review beneficiaries, and update account information if life changes have occurred this year.

Simple organization today can make future conversations much easier for loved ones.
https://bit.ly/4usERjo