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Sandra joined Ellenbecker Investment Group in June, 2007 as a part of the internal operations team. As with many of our employees, Sandra was referred to us by a friend of Karen Ellenbecker. Sandra assists with operational functions for clients' accounts which include new account set up, account transfers, daily account activity review, check requests and cash balance maintenance. In addition, Sandra assists our clients with completing paperwork and answers questions as a support to the advisory team. Sandra is also an integral part of driving change and innovation at Ellenbecker Investment Group. Her outstanding skills of recognizing efficiencies and training coworkers are assets that promote growth both internally and externally.
Sandra’s past experience includes over 13 years in the Life Insurance industry, 9 years in the Health Insurance industry and 10 years with Pre-taxed Benefit Plans and COBRA administration.
Sandra earned her Associate Degree in Business from Cardinal Stritch University.
Sandra lives in Mukwonago with her husband, Todd, son, Brandon and her daughter Stacy. Sandra also has a daughter Rebecca and a delightful grandson Tyler. Sandra loves to read and enjoys the outdoors.