You should enjoy your money not worry about it.
At Bespoke Wealth, we help you find clarity where there is complexity.
We believe our clients should feel in control of their finances so they can live a life they love.
We’re so pleased to introduce you to our team
-
Cammie Banks
Financial Advisor, Founder
Cammie has spent twenty years helping people simplify the complexity that wealth can bring into their lives.
She has served on national industry boards, has spoken at national conferences, and received the 40 Under 40 distinction by Madison’s In Business magazine.
Cammie loves cooking, pickleball, Mahjong, needlepoint, and live music. Cammie and her husband Tyler have three children, Bryce, Natalie and Grace, who love to play fetch with their puppy, Bingo.
-
Dave Sorensen, CLU®, ChFC®
Financial Advisor
Dave has spent the last number of decades working with clients and helping them discover how their money intersects with the people and causes that matter to them. A proud graduate of Taylor University, Dave and his wife Joan have five adult children and twelve grandchildren.
Outside the office, Dave is an avid sailor, is active at church, and loves to spend time spectating sports and with family.
-
Bill Mowbray, ChFC®, RICP®
Financial Advisor
Bill Mowbray is a Financial Advisor with a demonstrated history of working in the financial services industry. He specializes in in Retirement Income Planning.
Bill is a graduate of the University of Wisconsin-Madison. When he is not working, Bill enjoys spending time with friends and family. He is a car enthusiast and loves cheering for the Badgers, Brewers, and Packers. Bill and his wife, Alice, have been married for over 45 years with 2 married children and 2 grandchildren.
-
Imogen Christen
Client Care Coordinator
Imogen is a proud Class of 2025 graduate of the University of Wisconsin–Madison, where she earned a Bachelor of Science in Personal Finance with a concentration in Financial Planning, along with a certificate in Environmental Studies. She began with our team as an intern and, following graduation, joined full-time to care for the operations excellence of the firm. Imogen recently passed the CFP® exam and is working toward completing the remaining requirements for CFP® certification.
Outside of work, Imogen enjoys spending time outdoors, especially riding her two horses, Amari and Jett. She also loves getting lost in a good book.