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.
Laurie Ellis-McLeod, Ph. D., RFC
Director, Wealth Management & Tax Strategy
1.844.331.1922
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...
Alexandra Galang
Intern & Undergraduate Student in Economics, Mathematics, and International Studies at UW-Madison