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 and acknowledge each person’s unique financial needs promptly earned her a Broker of the Year award. Shortly following her joining Robert W. Baird, M&I Bank offered her a Vice President position in their personal trust department. While working at M&I Bank, Karen discovered the importance of viewing her clients’ whole-life picture by combining investment, tax and estate planning. As regulations changed, Karen was forced to choose between maintaining her securities registrations and banking; therefore, she left M&I Bank to join Dain Bosworth. She immediately implemented the knowledge she had acquired from working in wealth management at M&I. Her forward thinking and visionary spirit ultimately led her to establish Ellenbecker Investment Group (EIG) in 1996, where she began working with clients from a holistic approach. Her goals remained steadfast – to offer a broad array of products and services designed specifically to address her clients’ financial planning needs; to provide a safe environment for employees to grow personally and professionally and to change the perception of the financial industry by providing a model of how business could be done ethically and profitably.
Today, as the founder of Ellenbecker Investment Group, Karen leads the way for this growing company with locations in Pewaukee and Whitefish Bay, Wisconsin and in Bonita Springs, Florida.
For over two decades, she has hosted Money Sense radio show on AM1130, WISN’s longest running financial radio segment, where Karen shares her unique financial perspective and interviews local and global economists, lawyers, tax and real estate specialists, authors and other special guests. Many of these same topics are written about in the team’s quarterly newsletter that clients and prospects have come to enjoy.
Karen is founder of the EIG Charitable Foundation, Lake Country Charity Connection and most recently, the Wisconsin Chapter of the Stand Up & Play Foundation. She also serves on multiple boards, including Milwaukee Film and the Wisconsin Club.
When she is not working, Karen can be found enjoying her family of three grown children and seven grandchildren. Her hobbies include photography, traveling, ballroom dancing, golfing, cooking and spending time with friends.