Broker Check
Gabby Urquizo

Gabby Urquizo

Wealth Advisor Associate (to Diane)

Gabby joined Ellenbecker Investment Group in May of 2016 working closely with Karen Ellenbecker and her team. In August 2017, she transitioned to Diane Byrne’s team and helps guide her clients though all aspects of financial planning. She works to provide the extraordinary client experience that clients have come to expect from EIG. Gabby is an integral part of the financial planning team and has a passion for being our clients’ biggest advocate as they navigate their financial futures.

Her introduction to the financial services industry began with a year-long internship at a Milwaukee-based investment banking firm. She then joined a local employee benefits firm, focusing on retirement benefit plans and individual wealth management. As an investment operations analyst, she developed her skills in retirement plan education and enrollment.

Gabby graduated from University of Wisconsin- Milwaukee Lubar School of Business with a BBA in Marketing and Finance. During her time there, as a Chancellor’s Scholar for Diversity and Leadership, she learned what makes Milwaukee a unique community and developed a new understanding for the local needs.

She has successfully obtained her FINRA Series 6 Investment Company and Variable Contracts Products Representative Exam, Series 63 Uniform Securities Agent State Law Exam, and Series 65 Uniform Investment Adviser Law Exam. Gabby also holds her Wisconsin Accident & Health, Life Insurance and Variable Life/ Variable Annuity product licenses.

Originally from Northern Illinois, Gabby still enjoys exploring Milwaukee’s various neighborhoods and attending local sporting events when Chicago teams are in town. Outside of the office Gabby enjoys cooking up new recipes, reading a good book at a local coffee shop, traveling to new cities and spending time with family and friends, near and far.