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Joleen Kane

CFP®

Sr. Financial Planning Associate

Joleen Kane

CFP®

Sr. Financial Planning Associate

Biography

Joleen spent the bulk of her career at Ellenbecker Investment Group, an all-female financial advising firm, which she joined after graduating from the University of Wisconsin-Milwaukee with her Bachelor of Business Administration. As the second employee of the now 20-person firm, Joleen has worn many hats over the years. She most recently served as a Lifetime Planning Advisor, also participating in Ellenbecker’s investment committee and helping write its asset allocation client report.

In addition to her breadth and depth of experience, Joleen brings a passion for client advocacy and community education to her role at Plancorp. Outside of work, she enjoys cooking, reading, traveling, and spending time with her daughters and granddaughter. During football season, you can find her cheering on the Green Bay Packers (of whom she says she’ll always be a fan!).

Education
  • University of Wisconsin-Milwaukee, B.A Business Administration

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

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We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

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