Sammy joined Ellenbecker Investment Group in June 2026 as an Investment Operations Associate on Jean Range's team, following her participation in EIG's Financial Planning Internship Program the prior year. She earned her Bachelor of Science in Personal Finance with an emphasis in Financial Planning from the University of Wisconsin-Madison in May 2026, along with a Certificate in Digital Studies, completing both in just three years.
In her role, Sammy supports the team through account administration and investment operations, helping to ensure a smooth client experience. She is detail-oriented, motivated, and dedicated to growing within the financial planning profession.
Outside of work, Sammy values her faith and enjoys spending time with family and friends. She stays active by going to the gym, playing pickleball, and going on walks. She also enjoys traveling, baking, playing games, and boating on the lake.