Our Team
Meet Our Team
Karen Ellenbecker
Founder & Senior Wealth Advisor/TEDx Speaker
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...
Julie Ellenbecker-Lipsky, CFP®, CDFA®
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...
Kristina Schnuckel, CFP®, AIF®
Director of Client Experience & Wealth Advisor
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.
Jean Range, CFP®
Senior Wealth Advisor
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...
Heather Deaton, CFP®, CSRIC™
Wealth Advisor
Heather joined Ellenbecker Investment Group in 2016. She works with clients to identify their goals and navigate their financial journey with confidence and conviction.
Jamie Williams, CFP®
Wealth Advisor
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...
Courtney Hull
Wealth Advisor Associate Coordinator
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...
Sandy Miller
Wealth Advisor Associate
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...
Tina Alfini, CDFA®
Wealth Advisor Associate
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...
Brent Adams
Wealth Advisor Associate
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...
Breanna Jones
Wealth Advisor Associate
Tammy Niemann
Wealth Advisor Associate
Kate Murphy
Client Operations Coordinator & Investment Operations Associate
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...
Renee Dethardt
Investment Operations Associate
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...
Debbie Just
Investment Operations Associate
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...
Stacie Glaser
Investment Operations Associate
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...
Ryan Fritz
Investment Operations Associate
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...
Alyssa Wiese
Investment Operations Associate
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...
Diane Gastrow
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...
Amy Andre, CISR Elite
Insurance Associate
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...
Evan Brown
Insurance Planning Associate
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...
Sandra Geisler, CPA
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...
Richard Wolosek, CPA
Tax Planning Advisor
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....
Edward Henning, CPA
Tax Advisor
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...
Amy Anderson, EA
Tax Planning Associate
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...
Michele Pawlak
Chief Compliance Officer and Director of Business Services
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...
Kristen Cantrell
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...
Cara Olson
Director of Human Resources & Culture Leader
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...
Sara McGuire
Director of Marketing
Sara joined Ellenbecker Investment Group in 2022 as Marketing Director. With twenty years of experience...
Marina Ziolkowski
Special Events Planner
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...
Jill Economou
Director of Community Relations
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...
Taelor Ellenbecker
IT Systems Support and Project Specialist
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...
Pam Peterson
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...
Ashley Olson
Office Manager - Pewaukee Office
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...
Jennifer Geisler
Client Relations Specialist
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...
Amelia Lipsky
Intern
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...
Ellie Kaczkowski
Intern
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...
Trent Remmers
Intern