Amy joined Ellenbecker Investment Group in 2025, bringing with her over 15 years of experience in the financial services industry. Her professional background includes working with both national and regional wealth management firms, where she supported clients in Milwaukee, Chicago, and Waukesha. Amy’s diverse experience has shaped her holistic approach to financial planning and client care.
She holds a Bachelor of Business Administration in Finance and a Bachelor of Arts in French and Francophone Studies from the University of Wisconsin–Milwaukee. In 2012, she earned her Master of Business Administration from Alverno College and became a CERTIFIED FINANCIAL PLANNER™ professional in 2020.
Outside of work, Amy enjoys cultivating native Wisconsin flowers in her backyard to support pollinators, SCUBA diving, and traveling with her husband, Matt. She volunteers at the Green Power Garden in Waukesha, helping grow organic vegetables for local families in need. Amy also runs a small soap-making business selling handcrafted bars at farmers markets and craft fairs. In her free time, she loves quilting and playing fetch with her five-pound toy poodle, Penny.