Founder & Senior Wealth Advisor/TEDx Speaker
262-691-3200
karen@ellenbecker.com
President & Senior Wealth Advisor
julie@ellenbecker.com
Senior Wealth Advisor
jean@ellenbecker.com
Director of Client Experience & Wealth Advisor
kristina@ellenbecker.com
Wealth Advisor
heather@ellenbecker.com
jamie@ellenbecker.com
tammy.niemann@ellenbecker.com
ryan.lundeen@ellenbecker.com
Wealth Advisor Associate Coordinator
courtney@ellenbecker.com
Wealth Advisor Associate
sandy@ellenbecker.com
tina@ellenbecker.com
brent@ellenbecker.com
breanna.jones@ellenbecker.com
kate.lind@ellenbecker.com
Insurance Liaison
evan.brown@ellenbecker.com
Investment Operations Coordinator
kate@ellenbecker.com
Investment Operations Associate
debbie@ellenbecker.com
ryan@ellenbecker.com
alyssa.wiese@ellenbecker.com
aandre@ellenbecker.com
cameron.roth@ellebecker.com
Financial Planning Intern
amelia@ellenbecker.com
Director of Tax Planning
sandra@ellenbecker.com
Tax Planning Advisor
richard@ellenbecker.com
edward@ellenbecker.com
Tax Planning Associate
amy@ellenbecker.com
Chief Financial Officer
heather.hipke@ellenbecker.com
Chief Compliance Officer and Director of Business Services
michele@ellenbecker.com
Business Services & Compliance Associate
kris@ellenbecker.com
Controller
christine@ellenbecker.com
Chief People Officer
cara@ellenbecker.com
Director of Marketing
sara@ellenbecker.com
Special Events Planner
marina@ellenbecker.com
Director of Community Relations
jill@ellenbecker.com
Marketing/HR Specialist
ashley@ellenbecker.com
Receptionist, Director of First Impressions
pam@ellenbecker.com
Client Relations Specialist Coordinator
jennifer.geisler@ellenbecker.com