Our Team

Meet Our Team

Advisors

Karen Ellenbecker

Karen Ellenbecker

Founder & Senior Wealth Advisor/TEDx Speaker

karen@ellenbecker.com

Julie Ellenbecker-Lipsky, CFP®, CDFA®

Julie Ellenbecker-Lipsky, CFP^®, CDFA^®

President & Senior Wealth Advisor

julie@ellenbecker.com

Jean Range

Jean Range, CFP^®

Senior Wealth Advisor

jean@ellenbecker.com

Kristina Schnuckel

Kristina Schnuckel, CFP^®, AIF^®

Director of Client Experience & Wealth Advisor

kristina@ellenbecker.com

Heather Deaton, CFP®, CSRIC™

Heather Deaton, CFP^®, CSRIC™

Wealth Advisor

heather@ellenbecker.com

Jamie Williams, CFP®

Jamie Williams, CFP^®

Wealth Advisor

jamie@ellenbecker.com

Tammy Niemann

Tammy Niemann

Wealth Advisor

tammy.niemann@ellenbecker.com

Ryan Lundeen

Ryan Lundeen, CFP^®, CIMA^®

Wealth Advisor

ryan.lundeen@ellenbecker.com

Associates

Courtney Hull

Courtney Hull

Wealth Advisor Associate Coordinator

courtney@ellenbecker.com

Sandy Miller

Sandy Miller

Wealth Advisor Associate

sandy@ellenbecker.com

Tina Alfini, CDFA®

Tina Alfini, CDFA^®

Wealth Advisor Associate

tina@ellenbecker.com

Brent Adams

Brent Adams

Wealth Advisor Associate

brent@ellenbecker.com

Breanna Jones

Breanna Jones

Wealth Advisor Associate

breanna.jones@ellenbecker.com

Kate Lind

Kate Lind

Wealth Advisor Associate

kate.lind@ellenbecker.com

Evan Brown

Evan Brown

Insurance Liaison

evan.brown@ellenbecker.com

Operations

Kate Murphy

Kate Murphy

Investment Operations Coordinator

kate@ellenbecker.com

Debbie Just

Debbie Just

Investment Operations Associate

debbie@ellenbecker.com

Ryan Fritz

Ryan Fritz

Investment Operations Associate

ryan@ellenbecker.com

Alyssa Wiese

Alyssa Wiese

Investment Operations Associate

alyssa.wiese@ellenbecker.com

Amy Andre, CISR Elite

Amy Andre, CISR Elite

Investment Operations Associate

aandre@ellenbecker.com

Cameron Roth

Cameron Roth

Investment Operations Associate

cameron.roth@ellebecker.com

Amelia Lipsky

Amelia Lipsky

Financial Planning Intern

amelia@ellenbecker.com

The Tax Team

Sandra Geisler, CPA

Sandra Geisler, CPA

Director of Tax Planning

sandra@ellenbecker.com

Richard Wolosek, CPA

Richard Wolosek, CPA

Tax Planning Advisor

richard@ellenbecker.com

Edward Henning, CPA

Edward Henning, CPA

Tax Planning Advisor

edward@ellenbecker.com

Amy Anderson, EA

Amy Anderson, EA

Tax Planning Associate

amy@ellenbecker.com

Compliance | Finance

Heather Hipke

Heather Hipke

Chief Financial Officer

heather.hipke@ellenbecker.com

Michele Pawlak

Michele Pawlak

Chief Compliance Officer and Director of Business Services

michele@ellenbecker.com

Kristen Cantrell

Kristen Cantrell

Business Services & Compliance Associate

kris@ellenbecker.com

Christine Remmers

Christine Remmers

Controller

christine@ellenbecker.com

Culture | Marketing | Community

Cara Olson

Cara Olson

Chief People Officer

cara@ellenbecker.com

Sara McGuire

Sara McGuire

Director of Marketing

sara@ellenbecker.com

Marina Ziolkowski

Marina Ziolkowski

Special Events Planner

marina@ellenbecker.com

Jill Economou

Jill Economou

Director of Community Relations

jill@ellenbecker.com

Ashley Olson

Ashley Olson

Marketing/HR Specialist

ashley@ellenbecker.com

Administration

Pam Peterson

Pam Peterson

Receptionist, Director of First Impressions

pam@ellenbecker.com

Jennifer Geisler

Jennifer Geisler

Client Relations Specialist Coordinator

jennifer.geisler@ellenbecker.com