Broker Check

Meet Our Team

Your trusted long-term partners.

W. Earle Smith, BFA™AWMA™, CIS™

Behavioral Wealth Advisor & Financial Planner

608-287-3009

Earle.Smith@CusterBurish.com

Earle Smith bring both passion and expertise to Custer Financial Services (CFS) while offering a history of proven leadership and community engagement. Earle joined Custer Financial Services in 2018 as a fully licensed Financial...

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Kaitlyn Senn

Director of Operations & Associate Financial Advisor

608-287-3007

Kaitlyn.Senn@CusterBurish.com

Kaitlyn Senn is the Director of Operations at Custer Burish Financial Services, where she ensures the firm’s daily activities and processes run smoothly resulting in clients receiving exceptional care. She joined the firm in 2015 as an...

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Ashley Riddle

Planning & Operations Specialist

608-287-3028

Ashley.Riddle@CusterBurish.com

Ashley Riddle is an accomplished administrative professional recognized for her operational insight, collaborative leadership, and commitment to supporting high‑performing teams. Her experience includes roles with Lincoln...

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Hugo Baptista

Associate Financial Advisor

608-231-0140

Hugo.Baptista@CusterBurish.com

Hugo Baptista joined the Custer Burish Financial Services team in 2024, bringing with him a unique blend of legal and financial expertise. He holds both a Bachelor of Laws and a Master of Laws in International Business Law, earned in...

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Ina Bisharat

Director of Client Experience

Ina.Bisharat@CusterBurish.com

Born in Nazareth, Israel, Ina immigrated to the US with her family at the age 14. Ina raised four children with her husband in Chicago, IL. During this time Ina started her career in customer service, and in 2006 she joined Thermo...

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Joanna Burish, MBA

President & CEO

608-238-8388

Joanna.Burish@CusterBurish.com

Joanna Burish moved to Madison at seven years old with her family in January of 1976 from Nazareth, Israel. She received her BA in Accounting with a focus on Finance and Real Estate, and her Masters in Executive Management from the...

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Miller Solome

Financial Services Intern

Miller.Solome@CusterBurish.com

Miller Solome is a Financial Services Intern with a growing passion for helping individuals and families plan for their financial futures. My interest in finance began during the COVID-19 pandemic, when I started investing alongside my...

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Susan Foldy

Client Hospitality Specialist

Susan.Foldy@osaicfa.com

Sue earned her Associate’s in Science in 2002 and her Associate’s in Arts in 2008, both from Madison College (MATC).Sue is the first line of contact within the suite. Her hospitality skills help to make you feel welcome and calm.She...

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