Broker Check
Laurie Ellis-McLeod, Ph. D., RFC

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 her Ph.D. in Human Development & Family Studies from University of DE. Today her passion for advising grows out of advocacy work and prior research and teaching about family relationships and what makes them successful. In 2001 she returned with her family to live in the Madison area.  As a fiduciary, Laurie combines her education, experience, and Midwestern values with sound financial planning principles to help clients develop their own plans for success, estate planning, and protection as well as retirement plans for businesses. The process starts simply by assessing your current situation and identifying your goals, without sales pressure or product hype. Laurie provides comprehensive advice that helps you increase your opportunities while mitigating risks.  On a more personal note...

Favorite Sports Team:  Badgers

Favorite Quote: "Well it's 1 louder then, isn't it?" tied with "The most difficult thing is the decision to act, the rest is merely tenacity.—Amelia Earhart, Aviation pioneer and author

Hobbies: lakehouse gardening, cooking, reading, watersports/boating

Fun Fact:  Laurie's high school year book was called the "AERIE"

Favorite place to travel: London, Paris


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