Founder & Senior Wealth Advisor
Karen began her career in the financial services industry in 1988 as a stockbroker at Robert W. Baird & Co. Her natural ability to connect with people...
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...
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 joined Ellenbecker Investment Group in 2016. She works with clients to identify their goals and navigate their financial journey with confidence and conviction.
Anne joined EIG in September of 2017 and firmly believes that “if you fail to plan, you plan to fail” which are the famous words of Benjamin Franklin. She has used this quote to guide her through her 20 years in the...
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.
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...
Maureen started her financial services industry career in 2007. She joined the Ellenbecker Investment Group in 2019 and draws on her financial planning expertise to bring clients’ goals to life...
Wealth Advisor Associate (to Jean)
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...
Wealth Advisor Associate (to Julie)
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...
Wealth Advisor Associate
Cathy joined Ellenbecker Investment Group as a Wealth Advisor Associate in August of 2020 in the Pewaukee office. Cathy is committed to meet and exceed client needs and expectations while build long-lasting relationships. With over 25...
Director of Business Operations & CCO
Brett joined Ellenbecker Investment Group in June of 2015 as the Director of Business Operations and assumed the role of Chief Compliance Office (CCO) in June of 2018. His primary responsibilities...
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...
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...
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....
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.
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...
Sue joined Ellenbecker Investment Group as an Insurance Associate in 2021. In her role, Sue reviews, documents and processes new and existing insurance policies. She is happy to have found our team, where she can deliver the...
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...
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 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...
Tina joined Ellenbecker Investment Group in 2018 as an Investment Operations Associate. Her role is to support our Wealth Advisors on an operations level and to provide clients with EIG’s standard of exceptional...
Martha joined Ellenbecker Investment Group in August of 2019 as an Operations Associate. Her primary role is to support Karen Ellenbecker and Jamie Williams, CFP® by providing extraordinary service to...
Chris joined Ellenbecker Investment Group in June of 2020 as an Investment Operations Associate to support Anne Mank, CFP®, CPA, EIG Wealth Advisor on her client care team. During Chris’ 13 years of experience in the industry...
Director of Marketing
Wendy joined Ellenbecker Investment Group in January of 2015 as the Director of Marketing. Her primary responsibilities include the overall marketing strategy for EIG and continuing the strong brand presence in our surrounding...
Lauren joined Ellenbecker Investment Group in May of 2014. Her ability to multi-task, in addition to strong organizational skills and a forward-thinking nature, make her a valuable asset to the fluid, fast-paced EIG marketing...
Director of Community Outreach
Jill 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...
Rachel joined Ellenbecker Investment Group in February 2021 as the Office Manager in Pewaukee. Her last name is pronounced "Shock-uh." Rachel works closely with clients, partners and employees to ensure extraordinary service at EIG...
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...
Director of First Impressions - Whitefish Bay
Bio coming soon.