Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®
Brian joined Shakespeare Wealth Management in 2020. With over 20 years of experience, his focused areas of expertise include tax planning, Social Security strategies and estate planning.
Brian earned his degree in Finance from Marquette University in 2000. He is a Certified Financial Planner® practitioner, an Enrolled Agent®, a Certified Private Wealth Advisor® and a Certified Investment Management Analyst®, and is a member of the Financial Planning Association, where he serves on the Symposium Planning Committee, and the Investment Management Consultants Association.
He is on the Board of the Medical College of Wisconsin Cancer Center.
In his free time, Brian enjoys playing tennis, traveling and exploring new restaurants. He also enjoys watching and attending Packers, Bucks, Brewers and Marquette Golden Eagles games.