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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

Director, Wealth Management & Tax Strategy



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

Business Consultant


"Prince" Poodle

Company Mascot and Therapy Consultant

Alexandra Galang

Intern & Undergraduate Student in Economics, Mathematics, and International Studies at UW-Madison

Anson Chen

Intern & Undergraduate Student in Finance & Risk Management at UW-Madison


Taylor Kelly

Intern & Undergraduate Student in Economics at UW-Madison

Vihan Patil

Intern & Undergraduate Student in Computer Science and Data Science at UW-Madison

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