Team profile


Our mission

We are dedicated to making every client feel valued and appreciated while helping them achieve their individual financial goals.

At Gillespie & Associates, we understand that managing finances is a deeply personal endeavor, and each client comes to us with unique aspirations and challenges. Our commitment goes beyond mere financial advice. We are dedicated to creating an environment where every client feels truly valued and appreciated. This commitment is woven into every interaction and decision. Here’s how we put this philosophy into practice:

  • Personalized attention
  • Regular communication
  • Educational empowerment
  • Long-term relationships
  • Recognition of your values and preferences
  • Comprehensive support

Our commitment to making every client feel valued and appreciated is more than just a promise—it's a fundamental part of how we operate every day. By partnering with us, you gain not just a financial advisor but a dedicated ally to help you achieve your individual financial goals.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Investments
  • Women's Financial Strategies
  • Insurance

Awards & recognition

  • Timothy J Gillespie, Ameriprise Circle of Success Diamond Ring, 2020
  • Timothy J Gillespie, Ameriprise Circle of Success, 2009-2023

Community participation

  • St. Charles Parish Finance Committee: Marjorie Gillespie

Prescribing prosperity for medical professionals

Are you a medical professional looking for personalized financial guidance in La Crosse, WI? Look no further than Gillespie and Associates. We understand the demands of your profession, with Gundersen Health Systems and the Mayo Clinic nearby. Let us be your partners in creating a financial plan for your well-being while you focus on caring for others.