Edge Advise

People

Jack Marx

Jack grew up in Scandinavia, WI and attended nearby University of Wisconsin Stevens Point where he majored in Business and Economics as well as lettering in football all four years he was there. Soon after graduating, Jack was hired on at Wells Fargo Financial where he specialized in consumer loans and credit. A random call from an old friend changed Jack’s career path and also gave him the ultimate ice breaker, as

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Drew Lockie

Andrew ‘Drew’ Lockie (pronounced ‘lowkey’), was born and raised on a family farm in NE Iowa with the values of hard work and loyalty imprinted on him at a young age. While attending undergrad at Wartburg College, Drew earned his way on to the football team, and was fortunate enough to play throughout college. A love for competing coupled with his desire to continue in college football brought Drew to Eau Claire,

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Jake Schnese

Once could say that Jake Schnese, CPA, was destined to become a part of Edge Advisors. His wife, Whitney, is a Registered Dental Hygienist and had heard many great things about Edge. Pair this connection with a good friend/former CPA colleague and current Edge partner, Adam Hughes, quietly whispering in Jake’s ear about the freedom and flexibility that Edge provides and a destiny was fulfilled. Jake was born and raised in Appleton,

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Marshall Watry

Marshall grew up in Rhinelander, WI attended college at the University of Wisconsin Eau Claire and after graduation accepted his first job in Madison, WI. It was at this mid sized accounting firm where he was placed into the ‘healthcare group’ and started specializing in work for dentists, veterinarians and medical professionals. He eventually transferred to the Fox Valley area and it was a chance encounter with Andy Lehmkuhl at Edge Advisors

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Andy Lehmkuhl

Andy Lehmkuhl founded Edge Advisors with a self-promise to build a company with a unique and outstanding offering for dentists and other healthcare and medical professionals back in 2010. Andy was born in Rhinelander, Wisconsin and spent most of his early years in Oconto Falls. After graduating from the University of Wisconsin–Oshkosh with degrees in Marketing and Human Resources, Andy worked at developing dental networks in rural populations. He then gained 8

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Jessica Lehmkuhl

Jessica is the go to person at Edge for getting your problems straightened out and the process running efficiently. At an early age Jessica set out to accomplish her goals at a rapid rate. After graduating in three years with a double major in Political Science and Spanish (with a semester in Spain) she entered the world of financial services. Within a short period of time Jessica earned her Series 6 and

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Tom Whalen

Growing up just outside of Minneapolis, Tom has been raised to be a life-long Vikings fan. After graduating from UW-La Crosse with a degree in accounting, Tom crossed enemy lines and accepted a position with a mid-sized accounting firm in Appleton, WI and now resides in De Pere; only minutes away from Lambeau field. Spending six years on the professional services team at his previous firm, the majority of Tom’s time was

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Adam Hughes

Adam is another one of our highly talented CPAs focused on working with dentists, veterinarians, chiropractors, and other medical professionals. He was born and raised in Wisconsin Rapids and knew in high school that he wanted to be an accountant. When Adam left the nest, he ventured out to La Crosse and received his bachelor’s degree in Accounting from UW-La Crosse College of Business Administration. In 2011, Adam began his professional career

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Mike Ball

Mike is one of the newest partners to the Edge Advisors team.  Working in the Fox Valley for several competitors, Mike had heard many great things about Edge and understood that this was the type of company that he envisioned himself becoming a part of. His partnership with Edge grew out of a need to find a more personal balance between client service and client relationship.  Mike instantly recognized the value that

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Nikki Paffenroth

Nikki Paffenroth leads the recruitment team at Edge Advisors. She uses a consultative talent acquisition approach and begins each search by helping to identify your practice’s “sizzle” and what sets your opportunity apart from your competitor’s associateship opening. From there, she’s with you every step of the way: providing tips on interviewing best practices, peeling back the curtain and maintaining transparency with the candidate’s job search, assisting with contract negotiations, helping to

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