Family Wealth Planning Specialist
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.