Financial Planners

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

How Much Money to Put in Your Emergency Fund

Emergency funds. Everyone has heard of them, and most of us know we need to have cash ready for unexpected expenses. But what many do not know is how much money they, specifically, should set aside.

Read More
The Top Five Benefits of Investing in a 401(k)

On average, Social Security replaces around 40% of income for retirees, and even less for high earners. So unless you’ve got a cushy pension lined up, that means the majority of your retirement income will be a result of your own planning and investing. Enter the glory of the 401(k).

Read More
Behind Kathy Lambert's 'Connections to Success'

Kathy Lambert, Co-Founder and CEO, opened Dress for Success Midwest in 1998 after reading an article about Dress for Success (DfS), New York. The article explained how DfS provided interview appropriate attire to women in disadvantaged situations, helping them be on the same playing field as other candidates. Understanding the need for this service locally, Kathy opened the first DfS affiliate in the St. Louis region. Here is here story.

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.