Lisa joined Ellenbecker Investment Group in March of 2019 as an Operations Associate. Her primary role is to support Karen Ellenbecker and Kristina Schnuckel, CFP® by providing extraordinary service to our valued clients.
Lisa has worked in the financial industry in a variety of roles for 20 years. Her favorite part of her job is getting to know clients on a personal level, doing research and resolving problems.
Lisa graduated magna cum laude with a Bachelor of Science in Psychology from UW-Whitewater. She successfully passed the FINRA Series 7 General Securities Representative Exam, Series 63 Uniform Securities Agent State Law Exam and the Series 24 General Securities Principal Exam.
Lisa lives in Genesee Depot with her husband, Robert, and their golden retriever, Reggie. She has a step-daughter who lives in Oregon and a step-son who lives in Waukesha. She enjoys gardening in the summer and quilting in the winter.