Founder & Senior Wealth Advisor
Karen began her career in the financial services industry in 1988 as a stockbroker at Robert W. Baird & Co. Her natural ability to connect with people...
President & Senior Wealth Advisor
Julie has worked in the financial services industry since 1993, and has held a pioneering role with Ellenbecker Investment Group (EIG) since it was founded. Julie’s primary role is to oversee the firm’s...
Senior Wealth Advisor
Diane joined Ellenbecker Investment Group in 2004 following a brief retirement from the financial services industry. After many years of planning, Diane and her husband, Dave, took a year off to “live their dream.”
Jean’s passion is working with individuals, whether it is in a corporate setting or in our family office. In either setting, she specializes in strengthening an individual’s level of understanding...
Anne joined EIG in September of 2017 and firmly believes that “if you fail to plan, you plan to fail” which are the famous words of Benjamin Franklin. She has used this quote to guide her through her 20 years in the...
Kristina Schnuckel joined the EIG team in June 2013. Finding her passion in the financial services industry, Kristina graduated with honors from the University of Wisconsin-Milwaukee. Continuing on to complete her CERTIFIED FINANCIAL...
Heather joined Ellenbecker Investment Group in 2016. She works with clients to identify their goals and navigate their financial journey with confidence and conviction.
Mark helps clients improve their finances with his expertise in retirement planning, wealth management, tax strategies and investment advising. A young family in a farmhouse sparked his passion for financial planning. Helping the...
Wealth Advisor Associate (to Jean)
Sandy joined Ellenbecker Investment Group (EIG) in 2013. Her customer relationship skills and enthusiasm help make her an asset to clients and the EIG team. As Wealth Advisor Associate, her responsibilities include assisting Jean...
Wealth Advisor Associate (to Diane)
Gabby joined Ellenbecker Investment Group in May of 2016 working closely with Karen Ellenbecker and her team. In August 2017, she transitioned to Diane Byrne’s team and helps guide her clients though all aspects of financial...
Wealth Advisor Associate (to Julie)
Courtney joined Ellenbecker Investment Group in March of 2016 as an Operations Associate with several years of experience in the financial industry. In 2018, she transitioned to Julie Ellenbecker-Lipsky's team and helps guide her...
Director of Business Operations & CCO
Brett joined Ellenbecker Investment Group in June of 2015 as the Director of Business Operations and assumed the role of Chief Compliance Office (CCO) in June of 2018. His primary responsibilities...
Director of Insurance Planning
Diane works closely with our Wealth Advisors, current clients and all new clients to make sure they have proper insurance solutions. Diane will review existing insurance plans and identify opportunities where insurance...
Insurance Operations Associate
Director of Tax Planning
Sandra brings over 20 years of tax and accounting experience to EIG clients. As the Director of Tax Planning, Sandra is leading our newest division designed to provide an even greater attention to the impact...
Tax Operations Associate
Amy joined Ellenbecker Investment Group as a Client Relations Specialist in September of 2015. She works closely with Pam assisting with scheduling, greeting clients and answering the phone. She also assists Diane Gastrow with...
Business Services & Compliance Associate
Kristen joined Ellenbecker Investment Group in March of 2000, and has worn many hats throughout the years. She in an integral part of our client service team, and is a leading employee who implements change, trains employees on new...
Kate joined Ellenbecker Investment Group in December of 2017 as an Operations Associate. Her primary role is to support Julie Ellenbecker-Lipsky by preparing asset allocations, gathering documents and ensuring that her clients receive...
Investment Operations Associate
Tina joined Ellenbecker Investment Group in 2018 as an Investment Operations Associate. Her role is to support our Wealth Advisors on an operations level and to provide clients with EIG’s standard of exceptional...
Director of Marketing
Wendy joined Ellenbecker Investment Group in January of 2015 as the Director of Marketing. Her primary responsibilities include the overall marketing strategy for EIG and continuing the strong brand presence in our surrounding...
Lauren joined Ellenbecker Investment Group in May of 2014. Her ability to multi-task, in addition to strong organizational skills and a forward-thinking nature, make her a valuable asset to the fluid, fast-paced EIG marketing...
Director of Community Outreach
Jill joined Ellenbecker Investment Group in 2008 in a client support capacity for the advisors. Because of her love of connecting with people, she joined the marketing team to focus on promoting our community...
Receptionist, Director of First Impressions
Pam began representing Ellenbecker Investment Group as our Director of First Impressions in July, 2007. She is one of the friendly voices who answers the phone and greets our clients. She coordinates client appointments, employee...
Client Relations Specialist
Fran joined the Ellenbecker Investment Group in June, 2013. She brings with her a long and varied work history along with life experience. Her previous work experience includes being a business education teacher, small business owner,...