As JNBA’s Advisory Services Manager, Elise works with individuals and families to create custom financial life plans to help them achieve their short- and long-term goals. As a member of the firm’s Leadership Team, Elise leads the JNBA Financial Planning Committee and Advisory Services in developing strategies and processes to benefit all clients.
“Advocacy means making myself available as a sounding board for clients. It’s serving as a point person for all aspects of clients’ lives to help them think creatively, maximize their resources, and achieve their goals.”
Elise has more than a decade of experience in the financial services industry and takes tremendous pride in contributing to clients’ financial success. Prior to joining JNBA, she worked at two other local wealth management firms.
Elise has a bachelor’s degree in finance and marketing from Iowa State University, where she was captain of the Iowa State Dance Team and a member of Kappa Kappa Gamma sorority. She also studied abroad at Lorenzo de Medici.
In her free time, Elise enjoys spending time with her husband, daughter, and son, trying new restaurants, and going on walks with her Maltipoo, Arya.