Family Wealth Planning Specialist

Eleanor Lindsey

As a Family Wealth Planning Specialist, Ellie provides support to the Director and Manager of Crestone's Family 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.

What do you love to do outside of work?
Outside of work, I spend as much of my time hiking, camping, and reading as possible.
What personal accomplishment are you most proud of?
The personal accomplishment I am most proud of is graduating from university with honors in three years. Although it meant devoting my summers to coursework, prioritizing my education was immensely rewarding.
What do you love most about being part of Crestone?
I love working in such a collaborative, encouraging environment. The culture at Crestone promotes everyday learning and continual self-improvement.