Meet the Wealth Management Team

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We welcome the opportunity to learn your story and understand your financial objectives and with you, create a strategy to pursue your financial goals and dreams.

Call to schedule a consultation or visit our website

Shari Hopkins, Wealth Advisor

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Shari Hopkins, CFP®, has been a helping clients build and protect their wealth for more than 20 years. Her expertise is helping clients build wealth through investment management, comprehensive retirement income strategies, risk management, tax efficient solutions, and implementing legacy and estate planning strategies.

Shari is a CERTIFIED FINANCIAL PLANNERTM professional, securities and insurance licensed through LPL Financial. She graduated from SJSU with a BS in Economics.

Shari resides in Onalaska, WI with her husband, daughter and dog, Peaches. They enjoy spending family time on adventures traveling, canoeing, camping and biking.

You are invited to schedule a confidential free consultation with Shari. Call 608-784-3904 today to schedule your appointment.

Stephen Lee, Wealth Advisor

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Steve Lee, ChFC, brings to his clients the tools, tactics, strategies and experience of a 30+ year financial services career as a financial advisor and wealth accumulation, risk management and income distribution specialist.  

Steve graduated from UW-Eau Claire with BA degrees in Journalism and Political Science. He earned his Chartered Financial Consultant (ChFC) designation in 2001 from the American College, Bryn Mawr, PA.  

Steve lives in La Crosse with his wife Susan and and they have two sons. He appreciates the beauty and many outdoor activities of this 'Driftless Area' and enjoys it with family, friends and new adventurers. 

You are invited to schedule a confidential free consultation with Steve. Call 608-784-3913 today to schedule your appointment.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Coulee Bank or Coulee Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Coulee Wealth Management, and may also be employees of Coulee Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Coulee Bank or Coulee Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.