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Our Team

Kathy Houzner, CRPC®

Financial Consultant

608-742-4688

khouzner@lotus-advisors.com

I’ve been helping people with plans for retiring, college for their kids and protecting their families with insurance since 1997. The biggest challenge for me was when my Dad got cancer, and later on dementia. I saw how my Mom...

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Julie Groves, RICP®

Financial Consultant

608-742-4688

jgroves@lotus-advisors.com

I believe that helping you pursue your goals goes beyond offering various investment products. It involves understanding your objectives, needs and personal values. It's...

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Cassie Weigel

Advisor Assistant

608-742-4688

cweigel@lotus-advisors.com

I have been Kathy and Julie's assistant since 2019. My roles in the office include providing service to clients and administrative support. I am currently working towards obtaining my Series 6 License.

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Miriam Hasheider

Advisor Assistant

608-742-4688

mhasheider@lotus-advisors.com

As the newest member of Lotus Advisors, I look forward to building relationships with clients and supporting the advisors as they help people pursue their financial goals. I am currently working towards obtaining my Series 7 registration.

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