Wealth Planning

Should You Name a Relative as Trustee?

August 21, 2017

Mary Ellen Krueger
Mary Ellen Krueger

Director in Wealth Management, Partner

Joining Aspiriant as a partner in 2010, Mary Ellen has spent her 20-year career helping clients and families make smart financial decisions.

Mary Ellen specializes in concentrated wealth, multi-generational planning, stock option planning, retirement planning, and philanthropic legacy planning. She works with many women in transition, corporate executives, retirees and business owners. She also serves on Aspiriant’s Editorial Committee.

Mary Ellen earned her Bachelor of Business Administration degree in Finance and Mass Communication from Saint Mary’s College at Notre Dame, graduating Cum Laude. She is a Certified Investment Management Analyst (CIMA®) and a member of the Investments and Wealth Institute. She began her career at Arthur Andersen and transitioned to Deloitte in 2002.

She has been named to the Forbes Best-in-State Wealth Advisor and Top Women Wealth Advisor lists in 2021 and 2022.

Mary Ellen is a TEMPO Milwaukee member, serving as Foundation Board Chair. She’s active with the University of Wisconsin Family Business Center, providing technical content and support to Wisconsin family businesses. She also serves on the investment committee for Divine Savior Holy Angels High School in Milwaukee.

Mary Ellen and her husband, John, have two daughters and live in Hartland, Wisc.

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