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.
Ellie received her Bachelor of Arts from Texas A&M, where she graduated magna cum laude. She is a member of the Phi Beta Kappa Society.
Ellie serves on the Crestone Diversity and Inclusion Committee.
Apart from Crestone, Ellie volunteers for the Boulder Public Library and Quarantine Tutors.