Team

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...

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...

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...

 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. 

 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.

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...

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...

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...

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...

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...

 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...

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....

 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...

Amy joined Ellenbecker Investment Group as an Insurance Associate in November of 2021 and she has since transitioned to an Investment Operations Associate as of March 2023. Her primary role on Jean Range's team is to provide...

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 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...

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...

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...

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...

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...

 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...

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 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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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