Martie Stevens

Client Service Administrator

Martie joined our Shakespeare team as Client Service Administrator in 2021. She is the first point of contact for all client service needs by phone and the smiling face to greet those coming into our office. In this role, her primary objective is to ensure clients have an extraordinary experience.

Martie has a Bachelor of Arts in Communications from the University of Wisconsin – Whitewater. She has over 20 years of client support experience in the financial services industry making her a great fit at Shakespeare.

Outside of work, Martie has a passion for focusing on health and wellness, kayaking, and anything related to animals both wild and domestic. She and her husband have two senior cats and host a variety of wildlife in their wooded yard. Martie believes in serving her community and has volunteered with Alverno College, Wisconsin Humane Society and Schlitz Audubon Nature Center.


Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260