Wealth Advisor Associate Coordinator
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 as a Wealth Advisor Associate and helps guide her clients through all aspects of financial planning to provide EIG’s standard of exceptional service.
Courtney graduated from the University of Wisconsin-Whitewater in 2005 with a degree in Finance. After working in a family-run restaurant in Lake Geneva for six years, she decided to pursue a job in the finance industry. Before joining EIG, Courtney worked for a global bank in their Milwaukee-based corporate actions area for four years. She has successfully passed her Series 65 Uniform Investment Adviser Law exam.
Courtney lives in Waukesha with her boyfriend Eric and their rescue cats, Smokes and Luna. She enjoys skiing, hiking, lifting weights, reading, and spending time with family members and friends. Courtney is an owner of the Green Bay Packers, so every Sunday during the season she can be found wearing her green and gold and cheering on the Packers.