Wellspring is pleased to announce the promotions of Katie Madzsar to Director and Bill Ambrosio to Manager. Both Katie and Bill began their careers at Wellspring as Interns and have steadily worked their way up to manage dedicated client service teams, providing their clients with estate, income tax, financial advisory, and investment planning services.
Katie Madzsar, CFP®
Katie joined Wellspring in 2009, and in the past thirteen years, she has worked her way from being an Intern to a Director, with her responsibilities not only related to her dedicated client team, which she has managed and grown for quite a few years, but continued involvement in the management and goal planning of the firm, which she has been a part of since obtaining the Manager title in 2020.
William Ambrogio, CFP®
Bill joined Wellspring in 2012 as an Intern, and after gaining years of experience with the firm, he has reached the title of Manager, with his responsibilities not only related to his dedicated client team, but he will also be more involved in the management and goal planning of the firm. In addition to his role at Wellspring, Bill sits as the Chair of the Emerging Leaders group at the Ronald McDonald House Charities of Northeast Ohio.