Julie's Team

Julie Ellenbecker-Lipsky, CFP^®, CDFA^®

President & Senior Wealth Advisor

Courtney Witthuhn, CFP®

Wealth Services Advisor

Amy Bremmer, CFP®

Wealth Services Advisor

Nik Kibardin, MBA, CFP®

Wealth Services Advisor & Development Leader

Justin Bertzyk, CFP®

Wealth Advisor Associate

Haley Fuhrmann

Wealth Advisor Associate

Stacy Melichar

Investment Operations Associate

Travis Walters

Investment Operations Associate