Gretchen Halpin

Gretchen Halpin has worked in various roles since 1996, beginning with their role as a Consultant - Operations at PR Taylor. Gretchen then moved on to become the Director of Administration at Management Services USA, followed by the Director of Operations at imc2. In 1997, they took on the role of Controller / Operations Mgr at Grapevine (Interactive Marketing). From 1999 to 2011, they held various roles including Vice President of Operations at HannaHodge, Inc., Chief Growth Officer at Conversion Source, Inc., and Founder, Business Strategist at The Halpin Group, Inc. Gretchen then became the Owner & President of Soothe Your Senses, Inc. in 2001. In 2012, they took on the role of Chief Strategy Officer at Wipfli Financial Advisors. Most recently, they have been the Co-Founder of Beyond AUM since 2017.

Gretchen Halpin's education history includes attending Salmen High School, Southeastern Louisiana University, Philips College, and the Insurance Institute of America. Gretchen earned a Communications degree from Southeastern Louisiana University between 1990 and 1994, a Bachelors in Paralegal Studies from Philips College in 1992, and an Insurance certification in Civil and Business Law from Tort.