Team Member Details

About Me

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!)

Community Involvement

  • Augusta Heritage Foundation, Augusta, MO - Board Member (2019 to present)


  • University of Wisconsin - Milwaukee, BS Business Administration and Management Information Systems

What's My Plan Missing?

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

Want to learn more?

Find out how Plancorp's financial firm is different than the other firms you're used to.