Meet the Team | AERIE Preferred Financial Group

Meet the team!

As your Financial Fiduciary Partner, we are dedicated to providing exemplary service tailored to your financial goals. Our priority is to develop a deep understanding of your aspirations, enabling us to construct a customized roadmap that aligns with your financial objectives. We are here to foster a supportive relationship with you and assist in realizing your financial targets. Our team are here to guide YOU! Our clients are "family" and we love to pamper them every opportunity we get! Isn't it time you felt "pampered" and confident about your money?

Laurie Ellis-McLeod, Ph. D., RFC

Planning, Wealth Management & Tax Strategy

(608) 831-1117

+1 (844) 331-1922

lemcleod@aeriepfg.com

Laurie was born in Madison and raised in Minneapolis where she received her B.S. at the University of Minnesota. Her studies then took her to the east coast for ten years. In 1994, she completed her M.A. in Urban Affairs, and received...

Personal Finance - Education and Education Services - Entrepreneurship

University of Wisconsin-Madison

Eli Conner

Intern

(608)688-0898

elconner@wisc.edu

Economics/Risk Management and Insurance at the University of Wisconsin-Madison

Meet the team!

Laurie Ellis-McLeod, Ph. D., RFC

Jennifer Tryzna

"Prince" Poodle

Drae Bauer

Eli Conner