Joleen spent the bulk of her career in Milwaukee, Wisconsin at Ellenbecker Investment Group before joining Plancorp in 2017. As the second employee at Ellenbecker Investment Group, she helped grow the firm to over 20 employees and wore many hats. She most recently worked as a Lifetime Planning Advisor, also serving on the investment committee. Joleen has a passion for client advocacy.
Outside of work, she enjoys cooking, reading, traveling and and spending time with her 2 daughters and granddaughter. During football season, you can find her cheering on the Green Bay Packers (of whom she says she will always be a fan!)
Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.Take Our Free Analysis
Find out how Plancorp's financial firm is different than the other firms you're used to.