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)
Education
-
University of Wisconsin - Milwaukee, BS Business Administration and Management Information Systems
I'm Ready to Help You With
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
Your Guide to a Better Advisor Experience
At Plancorp we aren't about long-term contracts, just long-term value. With that in mind, we're transparent about what value you can expect to when you hire us. Download our New Client Guide to get to know our services, team, experience, and fee-only model that you can trust.
