Elissa is responsible for participating in client meetings, transcribing notes for the meetings, processing all the necessary paperwork to maintain client accounts and providing exceptional customer service of all investment accounts.

Elissa graduated from UW-Green with a Bachelor of Arts degree in Communications and a minor in Human Development and proceeded to obtain her insurance license. After working in the insurance industry for a few years, she entered the financial industry at a different firm before coming to AEGIS.

Elissa resides in Kimberly with her husband Chuck and their two cats, Zeke and Exy and two dogs, Mack and Macie. She enjoys traveling when time allows, reading, cooking, baking, boating during the summer, and spending time with family and friends.