Laurie Ellis-McLeod, Ph. D., RFC

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 Delaware, while teaching and conducting research at the UW-Madison. 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. 

COMMUNITY INVOLVEMENT

Juvenile Diabetes Research Foundation - past Board Member

City of Middleton - Board of Review

Good Neighbor Festival - Board of Trustees, VP

Middleton Chamber - past Board Member, current member

DMI Downtown Madison Inc - Member

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, golfing

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

Favorite place to travel: London, Paris