Ellenbecker Investment Group

Julie Ellenbecker Lipsky is a CFP® with 26 years of industry experience. She is affiliated with Ellenbecker Investment Group and has worked at Sii Investments, Inc. since 1998. She serves as vice president of the Ellenbecker Investment Group Charitable Foundation, which provides basic supplies to underprivileged children, and is a board member of the Rogers Memorial Hospital Foundation. Ellenbecker Investment Group serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance.

Karen Ellenbecker is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 63 and Series 65 designations and 29 years of industry experience. She has been with Ellenbecker Investment Group and SII Investments, Inc. since 1997. Outside of her advisory work, she serves as president of the Lifetime Planning Institute, Inc. and the Ellenbecker Investment Group Charitable Foundation, which provides basic supplies to underprivileged children, and holds board positions with several organizations including the Wisconsin Club, Foundations Bank, and the Milwaukee Film Board. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, retirement plan consulting, and educational seminars, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance. The firm also operates a tax and accounting subsidiary staffed by CPAs and emphasizes client education and ongoing communication.

Michele Brehm is a financial advisor at Ellenbecker Investment Group with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Wealth Management Company and US Bancorp Investments Inc. Ellenbecker Investment Group serves a diverse client base, including individual households, retirement plans, trusts, charitable organizations, and businesses. The firm provides comprehensive financial planning and investment management, utilizing model portfolios and independent investment analysis while offering tax and accounting services through a wholly owned CPA subsidiary.

Haley Fuhrmann is a financial advisor at Ellenbecker Investment Group with two years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial, Thrivent Investment Management Inc., and RSM US LLP. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance.

Ryan Fritz is a financial advisor at Ellenbecker Investment Group with three years of industry experience. He holds a Series 65 designation and has worked in various roles prior to joining Ellenbecker Investment Group in 2021, including positions at Steinhafels, Festival Foods, and Briggs and Stratton Corp. Ellenbecker Investment Group serves a diverse client base, including individual households, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance.

Isaac Schroeder is a financial advisor at Ellenbecker Investment Group with a Series 65 designation. He joined the firm in 2025 and has previous experience with organizations including the Waukesha Express Swim Team, Merrill Hills Country Club, and Beyond the Books Home Schooling. Ellenbecker Investment Group serves individual clients across a range of wealth levels, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, supported by model portfolios and independent investment analysis, while also offering tax and accounting services through a wholly owned subsidiary.

Heather Deaton is a financial advisor at Ellenbecker Investment Group with nine years of industry experience. She holds a Series 65 designation and has worked with Northwestern Mutual Investment Services LLC since 2016. Ellenbecker Investment Group serves a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance.

Tammy Niemann is a financial advisor at Ellenbecker Investment Group with two years of industry experience. She holds a Series 65 designation and has previously worked at Prosperity Mortgage, Wintrust Financial, and Associated Bank. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, combining model portfolios and independent investment analysis with tailored asset allocation and ongoing management.

Alexis Brown is a financial advisor with Ellenbecker Investment Group, holding a Series 66 designation and 17 years of industry experience. She previously worked at Landaas & Company for 14 years before joining her current firm in 2024. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning and investment management, utilizing model portfolios and independent analysis tailored to client objectives, and operates a wholly owned tax and accounting subsidiary staffed by CPAs.

Jean Range is a financial advisor at Ellenbecker Investment Group with 23 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Ellenbecker Investment Group in 2009, she worked at Ernst & Young LLP. Outside of her advisory role, she is involved as a religious education teacher at St. Leonard Catholic Church and volunteers on the raffle committee for the Women and Girls Fund of Waukesha County. Ellenbecker Investment Group serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, providing comprehensive financial planning and discretionary investment management. The firm utilizes independent investment analysis and model portfolios tailored to client objectives, and offers additional services such as tax planning through a wholly owned CPA subsidiary.

Jamie Williams is a financial advisor at Ellenbecker Investment Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services, Bank of America, and Merrill Lynch. Outside of his advisory role, he co-owns a rental property with his spouse. Ellenbecker Investment Group serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides comprehensive financial planning, discretionary investment management, retirement plan consulting, and educational seminars, using model portfolios and independent investment analysis tailored to clients’ objectives and risk tolerance.

Sandra Miller is a financial advisor at Ellenbecker Investment Group with 10 years of industry experience. She holds a Series 65 designation and has been with Ellenbecker Investment Group since 2015. Outside of her advisory role, Miller serves on the fundraising committee for Calvary Baptist School. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning and discretionary investment management, combining model portfolios and independent investment analysis with customized asset allocation tailored to client objectives.

Catherine Watson is a financial advisor at Ellenbecker Investment Group with five years of industry experience. She holds a Series 65 designation and has previously worked at FSR Wealth Management, Ltd, and Raj Vora CPA. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, using model portfolios combined with tailored asset allocations and ongoing management.

Courtney Witthuhn is a financial advisor at Ellenbecker Investment Group with eight years of industry experience. She holds a Series 65 designation and has been with Ellenbecker Investment Group since 2016. Ellenbecker Investment Group serves a diverse client base, including individual households, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides comprehensive financial planning, discretionary investment management, retirement plan consulting, and educational seminars, using model portfolios and independent investment analysis tailored to each client’s goals and risk tolerance.

Kristina Schnuckel is a CFP® professional with 17 years of industry experience. She has been with Ellenbecker Investment Group since 2014 and also works with SII Investments Inc. Outside of her advisory role, she serves as a board member and treasurer for West African Mercy Ministries and is a member of the finance committee at Brooklife Church. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and discretionary investment management, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance.