About Ellie
Ellie brings 15 years of experience in the wealth management industry to her role. She holds a Bachelor of Science in Business Management with an emphasis in Finance from Brigham Young University Idaho.
Ellie specializes in assisting with supervision of a team of advisors and staff, overseeing human resources, and managing marketing, content creation, and compliance. Her extensive background equips her with a well-rounded skill set that enhances the efficiency and effectiveness of our operations.
A New Berlin native, Ellie lives on her grandparents’ homestead with her husband, Eric, and their two sons. She is passionate about being a mom, homesteading, and supporting both her own and others’ physical well-being. Her commitment to improving operational excellence and her dedication to holistic health reflect her drive to foster a thriving and balanced work environment.