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, managing calendars and travel schedules, and scheduling and preparing for meetings. 

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.