Cara McCarthy joined Ellenbecker Investment Group in September 2023 as a Wealth Advisor Associate. She brings nine years of experience in the financial services industry. Her primary role is to support Julie Ellenbecker-Lipsky’s team and ensure that our clients receive exceptional service and support. She has her Series 65 Uniform Investment Adviser designation.
Cara graduated from the University of Wisconsin – Madison with a Bachelors Degree in Political Science and Geography. After spending most of her financial services industry tenure in Private Wealth Management Operations, she made the move to EIG to transition her focus towards financial planning.
Cara lives downtown Milwaukee. She enjoys traveling, playing tennis/golf, attending the MSO, and spending time with family and friends.