Director, Wealth Planning
As a director of wealth planning, Ellie works with Crestone clients on wealth management matters that arise for high-net-worth individuals, focusing primarily on trust and estate planning and educating the next generation of client families.
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 in English from Texas A&M, where she graduated magna cum laude. She is a member of the Phi Beta Kappa society.
Apart from Crestone, Ellie volunteers for the Boulder Public Library and Quarantine Tutors.