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608.831.1117
Support@AERIEpfg.com

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

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...

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Jennifer Tryzna

Jennifer Tryzna

Business Consultant

(608) 831-1117

"Prince" Poodle

Company Mascot and Therapy Consultant

Chetan Mangar

Chetan Mangar

Intern

chetan8ra@gmail.com

Personal Finance - Financial Planning Undergraduate at UW - Madison
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