Buttonwood Partners, Inc.

Katie Veloff is a CFP®-certified financial advisor with five years of industry experience, currently serving at Buttonwood Partners, Inc. since 2019. Her prior work includes roles in education and positions at the Wisconsin Energy Institute and MENARDS. Buttonwood Partners primarily serves high-net-worth individuals and various entities, providing discretionary portfolio management and advisory services. The firm employs fundamental analysis and manages concentrated portfolios, operating as both a registered investment adviser and affiliated broker-dealer.

Bruce Krueger is a financial advisor at Buttonwood Partners, Inc. in Madison, WI, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Buttonwood Partners since 1990. Buttonwood Partners primarily serves high-net-worth individuals and various entities, including pension and profit-sharing trusts, charitable organizations, and corporations, offering continuous discretionary portfolio management and related advisory services. The firm combines fundamental analysis with occasional technical factors to manage concentrated, discretionary portfolios and operates as both a registered investment adviser and affiliated broker-dealer.

Susan Lawton is a financial advisor at Buttonwood Partners, Inc. in Madison, WI, holding a Series 66 designation with 13 years of industry experience. She has been with Buttonwood Partners since 2008. Buttonwood Partners primarily serves high-net-worth individuals and various entities, including pension and profit-sharing trusts, charitable organizations, and corporations, providing discretionary portfolio management and related advisory services. The firm combines fundamental and technical analysis to manage concentrated portfolios and operates as both a registered investment adviser and affiliated broker-dealer.