Associate, Wealth Planning
As an Associate of Wealth Planning, Ellie provides support to Crestone's Wealth Planning team.
Her primary responsibilities include providing client-related support, preparing for meetings, and managing calendars and travel schedules.
Prior to joining Crestone, Ellie worked as the executive assistant to Liz Pelletier, the co-founder, CEO, and Publisher of Entangled Publishing. Ellie served in this role in conjunction with her studies at Texas A&M University, from which she graduated magna cum laude with a B.A. in English. She is a member of the Phi Beta Kappa Society.
Ellie serves on the Crestone Diversity and Inclusion Committee.