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!).

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