Planning & Operations Manager
Certified Financial Planner®
Ellan lives in Eagan with her husband and son. In her free time she enjoys traveling, reading, and mountain biking. She is always up for learning a new skill or trying a new hobby.
Ellan has been in the financial services industry since 2013. As a Planning and Operations Manager, she focuses on helping our Financial Planning services run smoothly. With her previous work as a Wealth Manager, she understands the process of developing and constructing creative game plans to achieve clients’ goals. She continually strives to bring this knowledge into building efficient processes and tools in order to provide clients with the highest quality work.
“With a never-ending string of interests, my goal growing up was not to be something specific like a doctor, actor, or lawyer – that just depended on the day. Instead my goal was to , ‘simply,’ be happy. I’ve learned that happiness can take many forms, and oftentimes long-lasting happiness comes from a change in perspective and discovering what ‘balance’ means to you. This is at the core of how I approach my work and assist our Financial Planning team in helping clients discern and achieve their long-term success.”
Ellan earned her undergraduate degree in Mathematics from St. Olaf College in Northfield, Minnesota where she also played Principal French horn in the St. Olaf Orchestra and St. Olaf Band. Upon graduation, she worked as a Financial Consulting Assistant for a financial planning firm where she performed a vital part in analyzing and developing clients’ retirement plans as well as educating clients on fundamental financial topics. During this time, she earned her Certified Financial Planner (CFP®). Ellan came to PrairieView as a Wealth Manager and has since moved to the Operations side of the firm.
Read Ellan’s latest pieces here.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
In the week or so since the end of the quarter, the direction I was going to take this post changed as quickly as the Duke basketball team’s fortunes over the weekend.
“Stay the Course” Doesn’t Mean Ignore the Journey March seems to be turning into a time of year when something out of our control makes it appropriate to check in and offer an investment perspective...
Future Investment Returns are Always Uncertain A little more than three years ago, I wrote There Are No Facts About the Future. It feels like I could change a few recent facts and repost that note....
You should have a trusted partner who can help you take advantage of these opportunities.
