Advisors
Karen Ellenbecker
Founder & Senior Wealth Advisor / TEDx Speaker
Julie Ellenbecker-Lipsky, CFP®, CDFA®
President & Senior Wealth Advisor
Kristina Schnuckel, CFP®, AIF®, CEPA®
Director of Client Experience & Wealth Advisor
Jean Range, CFP®
Senior Wealth Advisor
Jamie Williams, CFP®
Wealth Advisor
Heather Deaton, CFP®, CSRIC®, CAP®
Wealth Advisor
Tammy Niemann, ChFC®
Wealth Advisor
Courtney Witthuhn, CFP®
Wealth Services Advisor
Amy Bremmer, CFP®
Wealth Services Advisor
Nik Kibardin, MBA, CFP®
Wealth Services Advisor & Development Leader
Associates
Sandy Miller
Wealth Advisor Associate
Breanna Jones
Wealth Advisor Associate
Kate Lind
Wealth Advisor Associate
Michele Brehm
Wealth Advisor Associate
Alyssa Griffin
Wealth Advisor Associate
Justin Bertzyk, CFP®
Wealth Advisor Associate
Haley Fuhrmann
Wealth Advisor Associate
Evan Brown
Insurance Liaison
Operations
Brett Engelking
Director of Operations & Systems
Kate Murphy
Investment Operations Coordinator
Debbie Just
Investment Operations Associate & Marketing Assistant
Ryan Fritz
Investment Operations Associate
Lexie Brown
Investment Operations Associate
Stacy Melichar
Investment Operations Associate
Colin Oquist
Investment Operations Associate
Isaac Schroeder
Investment Operations Associate
Travis Walters
Investment Operations Associate
Amelia Lipsky
Client Service Associate
Sammy Maples
Investment Operations Associate
Emily Daniel
Financial Planning Intern
Sage Schmidt
Financial Planning Intern
The Tax Team
Sandra Geisler, CPA
Director of Tax Planning
Richard Wolosek, CPA
Tax Planning Advisor
Edward Henning, CPA
Tax Planning Advisor
Catherine Watson, CPA
Tax Planning Advisor
Amy Anderson, EA
Tax Planning Associate
Matt Slifka, EA
Tax Planning Associate
Compliance | Finance
Michele Pawlak
Chief Compliance Officer and Director of Business Services
Shelly Jones
Director of Technology Architecture & Security
Kristen Cantrell
Business Services & Compliance Associate
Gina Tegge
Controller
Christine Remmers
Controller
Culture | Marketing | Community
Cara Olson
Chief People Officer
Sara McGuire
Director of Marketing
Marina Ziolkowski
Special Events Planner
Jill Economou
Director of Community Relations / Host of MPC
Ashley Olson
HR Coordinator
Faith Reiter
Senior Marketing Specialist
Debbie Just
Investment Operations Associate & Marketing Assistant
Administration
Pam Peterson
Receptionist, Director of First Impressions
Janet Otten
Client Relations Specialist
Kylee Heck
Client Relations Specialist