Ellenbecker Investment Group

Colin Oquist is a financial advisor at Ellenbecker Investment Group with a Series 65 credential and recently began his career in the industry. Prior to joining Ellenbecker in 2024, his work experience includes roles outside of finance in education and retail. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios supported by independent research and integrates technology and artificial intelligence in its operations, while also offering affiliated tax and accounting services through a CPA-staffed unit.

Julie Ellenbecker Lipsky is a CFP® professional with 27 years of industry experience, currently serving at Ellenbecker Investment Group. She previously worked at SII Investments, Inc. for 17 years. Lipsky holds leadership roles outside of her advisory work, including Vice President of the Ellenbecker Investment Group Charitable Foundation and board member of the Rogers Memorial Hospital Foundation. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm employs model portfolios supported by independent research and integrates technology and AI into its services while maintaining human oversight.

Karen Ellenbecker is a financial advisor at Ellenbecker Investment Group in Waukesha, WI, with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ellenbecker Investment Group since 1997. Ellenbecker serves as president of the Lifetime Planning Institute, Inc. and the Ellenbecker Investment Group Charitable Foundation, which provides basic supplies to underprivileged children. She also holds board positions with the Wisconsin Club, Foundations Bank, Milwaukee Film Board, Stand-Up-and-Play.com, and participates on the investment committee of the Better Business Bureau of Wisconsin. Ellenbecker Investment Group offers financial planning, discretionary portfolio management, and retirement plan consulting for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses model portfolios and independent research to tailor allocations and incorporates technology including AI-assisted tools, while providing integrated tax and accounting services through an affiliated unit staffed with CPAs and enrolled agents.

Michele Brehm is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and US Bancorp Investments Inc. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses model portfolios and independent research to tailor investment allocations and also has an affiliated tax and accounting unit offering tax planning and return preparation services.

Haley Fuhrmann is a financial advisor at Ellenbecker Investment Group with two years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial, Thrivent Investment Management Inc., and RSM US LLP. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance.

Isaac Schroeder is a financial advisor at Ellenbecker Investment Group with a Series 65 designation. He joined the firm in 2025 and has previous experience with organizations including the Waukesha Express Swim Team, Merrill Hills Country Club, and Beyond the Books Home Schooling. Ellenbecker Investment Group serves individual clients across a range of wealth levels, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, supported by model portfolios and independent investment analysis, while also offering tax and accounting services through a wholly owned subsidiary.

Heather Deaton is a financial advisor at Ellenbecker Investment Group with nine years of industry experience. She holds a Series 65 designation and has worked with Northwestern Mutual Investment Services LLC since 2016. Ellenbecker Investment Group serves a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, utilizing model portfolios and independent investment analysis tailored to client objectives and risk tolerance.

Tammy Niemann is a financial advisor at Ellenbecker Investment Group with two years of industry experience. She holds a Series 65 designation and has previously worked at Prosperity Mortgage, Wintrust Financial, and Associated Bank. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and retirement plan consulting, combining model portfolios and independent investment analysis with tailored asset allocation and ongoing management.

Alexis Brown is a financial advisor with Ellenbecker Investment Group, holding a Series 66 designation and 17 years of industry experience. She previously worked at Landaas & Company for 14 years before joining her current firm in 2024. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning and investment management, utilizing model portfolios and independent analysis tailored to client objectives, and operates a wholly owned tax and accounting subsidiary staffed by CPAs.

Jean Range is a CFP® professional with 24 years of industry experience and has been with Ellenbecker Investment Group since 2009. She is based in Waukesha, WI, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she teaches religious education at St. Leonard Catholic Church and volunteers on the raffle committee for the Women and Girls Fund of Waukesha County. Ellenbecker Investment Group serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting, utilizing model portfolios and independent research to tailor client allocations, and maintains an affiliated tax and accounting unit staffed with CPAs and enrolled agents.

Jamie Williams is a financial advisor with Ellenbecker Investment Group in Waukesha, WI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Wells Fargo Clearing Services, BANK of AMERICA, N.A., and Merrill. Ellenbecker Investment Group offers financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios and independent research to tailor investment allocations and integrates an affiliated tax and accounting unit staffed with CPAs and enrolled agents.

Sandra Miller is a financial advisor at Ellenbecker Investment Group with 10 years of industry experience. She holds a Series 65 designation and has been with Ellenbecker Investment Group since 2015. Outside of her advisory role, Miller serves on the fundraising committee for Calvary Baptist School. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning and discretionary investment management, combining model portfolios and independent investment analysis with customized asset allocation tailored to client objectives.

Catherine Watson is a financial advisor at Ellenbecker Investment Group with five years of industry experience. She holds the Series 65 designation and previously worked at FSR Wealth Management, Ltd and Raj Vora CPA. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base that includes individuals, high-net-worth clients, and institutional entities. The firm integrates independent research and technology, including AI-assisted tools, into its investment approach and maintains an affiliated tax and accounting unit staffed with CPAs and enrolled agents.

Benjamin L'empereur is a CFP® professional with three years of industry experience, currently serving at Ellenbecker Investment Group. He previously worked at Madison Partners and Russell Investments, among other firms. Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm utilizes model portfolios and independent research to tailor investment allocations, integrates technology and AI for research and reporting, and offers affiliated tax and accounting services through a subsidiary staffed by CPAs and enrolled agents.

Courtney Witthuhn is a financial advisor at Ellenbecker Investment Group with nine years of industry experience. She holds a Series 65 designation and has been with Ellenbecker Investment Group since 2016. Ellenbecker Investment Group offers financial planning, portfolio management, and retirement plan consulting to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates model portfolios, independent research, and technology, including AI-assisted tools, to provide tailored investment solutions and also includes an affiliated tax and accounting unit staffed by CPAs and enrolled agents.