The Whole Person Approach To Wealth
Julie has worked in the financial services industry since 1993, and has held a pioneering role with Ellenbecker Investment Group (EIG) since it was founded. Julie’s primary role is to oversee the firm’s business operations and promote its high level of standards throughout every aspect of its growth while acting as President and Senior Wealth Advisor. Both personable and knowledgeable, Julie has built strong relationships with our clients, employees and partners. As Karen Ellenbecker’s daughter, she is an integral part of the company’s succession plan, and is in a position to continue EIG when Karen is ready to retire.
Julie has successfully passed the FINRA Series 7 General Securities Representative exam, Series 6 Investment Company Products/Variable Contracts Limited Representative exam, Series 63 Uniform Securities Agent State Law exam and the Series 65 Uniform Investment Adviser Law exam, as well as obtaining Health and Life Insurance licenses. Julie has been a CERTIFIED FINANCIAL PLANNER™ professional since 2005 after completing educational course requirements in Financial Planning, Retirement Planning, Tax Planning, Estate Planning, and Insurance Planning. She earned the Certified Divorce Financial Analyst ® (CDFA®) designation in 2014 and is one of very few financial advisors in the state of Wisconsin with this designation.
Julie holds a Bachelor’s degree in Education from the University of Wisconsin - Milwaukee and is a member of the Financial Planning Association of Southern Wisconsin. She is a graduate of the Leadership Intensive Program, a powerful personal development program for individuals and leaders who care passionately about living and working a life of significance.
As an advocate of volunteerism and philanthropy, Julie has served as a Director on the Rogers Memorial Hospital Foundation Board since 2009 and as the Chair since 2013. She is also a founding member of the EIG Charitable Foundation which was founded in 2006.
Julie lives in Nashotah with her husband and two children. She enjoys spending time with her family and friends, camping, boating, reading, entertaining, traveling, teaching, and learning.
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