Ms. Whalen joined Wilary Winn in July of 2026 after graduating from the University of St. Thomas.

Ms. Bartlett joined Wilary Winn in July 2026 after graduating from Carleton College.

Mr. Piper joined Wilary Winn in July 2026 after graduating from the University of Wisconsin.

Mr. Carpenter joined Wilary Winn in June 2025 after graduating from the University of Minnesota with a bachelor’s degree in finance and accounting.

Mr. Bauer joined Wilary Winn in September of 2024 and has a Bachelor of Business Administration degree in Finance, Investment, & Banking as well as in Real Estate.

Mr. Mackie joined Wilary Winn in June 2023 after graduating from the University of Minnesota with a bachelor’s degree in finance and a minor in strategic management.

Ms. Mao joined Wilary Winn as an analyst in March of 2023 after earning her master’s degree in wealth and asset management from Washington University in St. Louis.

Mr. Craig has over 15 years of experience in the financial services industry and has been with Wilary Winn since 2022.

Mr. Chen joined Wilary Winn in July of 2022 after graduating from the University of Minnesota, Twin Cities with a master’s degree in financial mathematics.

Mr. Julson specializes in Wilary Winn’s loan servicing valuations.