Associate, Wealth Planning
As an associate of wealth planning, Ellie provides support to Crestone's wealth planning team.
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.
Ellie serves on the Crestone Diversity and Inclusion Committee.
Apart from Crestone, Ellie volunteers for the Boulder Public Library and Quarantine Tutors.