Reese Liptak is dedicated to creating a welcoming and supportive experience for clients at TMS Financial. She enjoys assisting clients by directing calls to the appropriate team members, answering questions when needed, and providing dependable support. Reese values the relationships built with clients and appreciates the opportunity to work with and support them each day.
Reese attended Northeast Wisconsin Technical College, where she earned her Associate Degree in Accounting. She joined TMS Financial in 2025 as an Investment Assistant, supporting advisors by handling investment preparation work and helping ensure processes run smoothly and efficiently.
Outside of work, Reese enjoys spending time with her husband, Logan, and their Bluetick Hound and Border Collie mix, Maisy. In her free time, she enjoys attending church, helping on the family farm, crafting, reading, and spending time outdoors appreciating nature.