Broker Check

Meet Our Team

Karen Ellenbecker

Founder & Senior Wealth Advisor/TEDx Speaker

262-691-3200

karen@ellenbecker.com

Meet Karen

 TEDxUWMilwaukee Presentation - Q&A

Karen is the Founder & Senior Wealth Advisor for Ellenbecker Investment Group. She began her career in the financial services industry in 1988...

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Julie Ellenbecker-Lipsky, CFP®, CDFA®

President & Senior Wealth Advisor

262-691-3200

julie@ellenbecker.com

Meet Julie

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...

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Kristina Schnuckel, CFP®, AIF®

Director of Client Experience & Wealth Advisor

262-691-3200

kristina@ellenbecker.com

 Meet Kristina

Kristina Schnuckel joined the EIG team in June 2013. She enjoys developing close relationships with multi-generational clients. She believes it is important to provide a level of comfort and confidence with all family members.

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Jean Range, CFP®

Senior Wealth Advisor

262-691-3200

jean@ellenbecker.com

Meet Jean

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...

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Heather Deaton, CFP®, CSRIC™

Wealth Advisor

262-691-3200

heather@ellenbecker.com

 Meet Heather

Heather joined Ellenbecker Investment Group in 2016. She works with clients to identify their goals and navigate their financial journey with confidence and conviction. 

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Jamie Williams, CFP®

Wealth Advisor

262-691-3200

jamie@ellenbecker.com


Jamie joined Ellenbecker Investment Group in August of 2019. As a Wealth Advisor, he is committed to delivering a positive client experience by taking the time to listen and review...

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Courtney Hull

Wealth Advisor Associate Coordinator

262-691-3200

courtney@ellenbecker.com

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...

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Sandy Miller

Wealth Advisor Associate

262-691-3200

sandy@ellenbecker.com

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...

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Tina Alfini, CDFA®

Wealth Advisor Associate

262-691-3200

tina@ellenbecker.com

Tina joined Ellenbecker Investment Group in 2018 as an Investment Operations Associate. In 2021, she transitioned to Jamie Williams' Client Care Team as a Wealth Advisor Associate...

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Brent Adams

Wealth Advisor Associate

262-691-3200

brent@ellenbecker.com

Brent joined Ellenbecker Investment Group in January of 2021 as an Investment Operations Associate. His primary role is to support Julie Ellenbecker-Lipsky’s team and ensure that our clients receive exceptional service and...

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Breanna Jones

Wealth Advisor Associate

262-691-3200

breanna.jones@ellenbecker.com

Breanna Jones joined Ellenbecker Investment Group in October 2022 as a Wealth Advisor Associate with 8 years of experience in the financial services industry. Breanna graduated cum laude from Maranatha Bible University in 2014 with a...
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Tammy Niemann

Wealth Advisor Associate

262-691-3200

tammy.niemann@ellenbecker.com

Tammy Niemann, joined the team in October and brings with her over 25 years of banking experience.  She has an extensive background in all aspects of mortgage lending.  Her primary role is a Wealth Advisor Associate working...
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Kate Murphy

Client Operations Coordinator & Investment Operations Associate

262-691-3200

kate@ellenbecker.com

Kate joined Ellenbecker Investment Group in December of 2017 as an Operations Associate. Her primary role is to support Julie Ellenbecker-Lipsky and ensure that her clients receive exceptional service and support...

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Renee Dethardt

Investment Operations Associate

262-691-3200

renee@ellenbecker.com

Renee joined Ellenbecker Investment Group in March of 2018 as an Operations Associate. Her primary role is to support Jean Range, CFP® and Diane Byrne, CFP®, AIF® by providing extraordinary service to our valued clients. At...

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Debbie Just

Investment Operations Associate

262-691-3200

debbie@ellenbecker.com

Debbie joined Ellenbecker Investment Group in November of 2018 as an Investment Operations Associate with 30 years of experience in the financial industry. Her primary role is to support Heather Deaton, CFP® by...

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Stacie Glaser

Investment Operations Associate

262-691-3200

stacie@ellenbecker.com

Stacie joined Ellenbecker Investment Group in June of 2020 as an Investment Operations Associate. Her role is to provide extraordinary service for clients of Wealth Advisor, Kristina Schnuckel, CFP®, AIF®. Stacie graduated from...

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Ryan Fritz

Investment Operations Associate

262-691-3200

ryan@ellenbecker.com

Ryan joined Ellenbecker Investment Group in December of 2021 as an Investment Operations Associate. His primary role is to support Julie Ellenbecker-Lipsky’s team with client operations needs. Ryan graduated from the University...

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Alyssa Wiese

Investment Operations Associate

262-691-3200

alyssa.wiese@ellenbecker.com

Alyssa joined Ellenbecker Investment Group in September of 2022 as an Investment Operations Associate. Her primary role is to support client care teams in providing exceptional service to our valued clients. Alyssa graduated from...

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Diane Gastrow

Director of Insurance Planning

262-691-3200

dgastrow@ellenbecker.com

 Meet Diane

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...

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Amy Andre, CISR Elite

Insurance Associate

262-691-3200

aandre@ellenbecker.com

Amy joined Ellenbecker Investment Group as an Insurance Associate in November of 2021. Her primary role is to support Diane Gastrow in our EIG Insurance Division to help provide extraordinary service to our clients with their insurance...

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Evan Brown

Insurance Planning Associate

262-691-3200

evan.brown@ellenbecker.com

Evan joined Ellenbecker Investment Group as an Insurance Planning Associate in August of 2022. His primary role is to support Diane Gastrow in our EIG Insurance Planning Division...

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Sandra Geisler, CPA

Director of Tax Planning

262-691-3200

sandra@ellenbecker.com

 Meet Sandra

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...

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Richard Wolosek, CPA

Tax Planning Advisor

262-691-3200

richard@ellenbecker.com

Richard joined Ellenbecker Investment Group in 2019 as a Tax Planning Advisor. He brings over 10 years of tax and accounting experience with the latter half dedicated to advising high net-worth individuals and small business owners....

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Edward Henning, CPA

Tax Advisor

262-691-3200

edward@ellenbecker.com

Ed joined Ellenbecker Investment Group in January 2022 as a Tax Planning Advisor. Ed’s background consists of providing tax advice to high net-worth individuals and small businesses, as well as working in corporate tax. Ed...

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Amy Anderson, EA

Tax Planning Associate

262-691-3200

amy@ellenbecker.com

Amy joined Ellenbecker Investment Group as a Client Relations Specialist in September of 2015 and moved to the tax team in 2018. Her primary role is to support Sandra Geisler, CPA, with all our clients’ tax needs. Amy graduated...

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Michele Pawlak

Chief Compliance Officer and Director of Business Services

262-691-3200

michele@ellenbecker.com

Michele joined Ellenbecker Investment Group in June of 2022 as a compliance consultant with over twenty years of experience in the financial services industry. In March of 2023, she assumed the role of Chief Compliance Officer and...

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Kristen Cantrell

Business Services & Compliance Associate

262-691-3200

kris@ellenbecker.com

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...

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Cara Olson

Director of Human Resources & Culture Leader

262-691-3200

cara@ellenbecker.com

Cara joined Ellenbecker Investment Group in 2021 as the Director of Human Resources and Culture Leader. She has over 25 years of experience in the human resources space across several industries. Cara is a strong believer in being a...

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Sara McGuire

Director of Marketing

262-691-3200

sara@ellenbecker.com

Sara joined Ellenbecker Investment Group in 2022 as Marketing Director. With twenty years of experience...

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Marina Ziolkowski

Special Events Planner

262-691-3200

marina@ellenbecker.com

Marina joined Ellenbecker Investment Group as the Special Events Planner in March 2022. Her primary role is to plan and execute all the events put forth by Ellenbecker Investment Group, from client events, workshops, seminars and...

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Jill Economou

Director of Community Relations

262-691-3200

jill@ellenbecker.com

 Meet JillJill 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 outreach...

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Taelor Ellenbecker

IT Systems Support and Project Specialist

(262)691-3200

taelor@ellenbecker.com

Taelor has been a part of the Ellenbecker Investment Group family since both EIG and Taelor joined the world together in 1996. After many years of helping around the office, she officially joined EIG in February 2021 as a Human...

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Pam Peterson

Receptionist, Director of First Impressions

262-691-3200

pam@ellenbecker.com

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...

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Ashley Olson

Office Manager - Pewaukee Office

262-691-3200

ashley@ellenbecker.com

Ashley joined Ellenbecker Investment group as Office Manager in 2021. Ashley ensures that our clients feel welcomed as they call or visit our Pewaukee office. She feels blessed with the opportunity to provide extraordinary customer...

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Jennifer Geisler

Client Relations Specialist

262-691-3200

jennifer.geisler@ellenbecker.com

Jennifer joined Ellenbecker Investment Group as Client Relations Specialist in 2022. Jennifer ensures that each of our clients are warmly welcomed at our Pewaukee office. She is...

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Amelia Lipsky

Intern

262-691-3200

amelia@ellenbecker.com

Amelia (Mia) Lipsky is currently a Sophomore at the University of South Florida pursuing a B.S. in Personal Financial Planning and a B.S. in Psychology. She is extremely excited to gain new experiences, make connections, and bring...

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Ellie Kaczkowski

Intern

262-691-3200

ellie.kaczkowski@ellenbecker.com

Ellie Kaczkowski joined Ellenbecker Investment Group in October of 2022 as an Intern. Her primary role is to support the firm with various projects and operational needs. She is very excited to be learning more about EIG and our core...

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Trent Remmers

Intern

262-691-3200

trent.remmers@ellenbecker.com

Trent Remmers, a senior at UW-Madison studying personal finance, joined EIG in October as an intern and works to support the firm with a variety of projects. He has an older brother and sister, as well as a twin brother, along with a...
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