What do you enjoy most about wealth management?
Giving clients clarity and peace of mind.
What’s the biggest challenge?
The constant flow of negative information, and the lack of political leadership to solve our most pressing issues.
What do you love most about being part of Aspiriant?
My colleagues — they are the best in the business. And our role as a fiduciary, providing advice that’s in the best interest of our clients.
What professional accomplishments are you most proud of?
Earning a spot on Working Mother Magazine’s 2018 Top Wealth Advisor Mom list and being ranked as the top woman in Wisconsin on the Forbes 2019 Best-in-State Wealth Advisors list.
What quality of yours makes you best suited to do what you do?
My passion for solving problems and my genuine concern for our clients’ well-being.
How should people think about their wealth?
Wealth should not be just a number, it should represent the opportunity to achieve your life’s goals.
What do you love to do outside of work?
Golf, read, go to sporting events (Packers, Marquette, Badgers, Notre Dame) and watch my daughters play sports.
What would you be doing if you weren’t at Aspiriant?
Volunteering for the causes and organizations that are important to me, mentoring young women about the financial planning profession, and traveling.
What’s the most influential book you’ve read?
“To Kill A Mockingbird” by Harper Lee.
What personal accomplishments are you most proud of?
Raising two kind, confident and financially empowered young women with my husband.
Education and accreditations
- B.B.A., Finance and Mass Communication, Saint Mary’s College at Notre Dame
- Certified Investment Management Analyst®
Mary Ellen has spent her 20-year career helping clients and families make smart financial decisions. She joined Aspiriant as a partner in 2010. She began her career at Arthur Andersen and transitioned to Deloitte in 2002.
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 was named a 2018 Top Wealth Advisor Mom by Working Mother Magazine and ranked as the top woman advisor in Wisconsin on the 2019 Forbes Best-in-State Wealth Advisor list.
In her spare time, Mary Ellen is a TEMPO Milwaukee member, serving as a past committee chair. She’s active with the University of Wisconsin Family Business Center, providing technical content and support to Wisconsin family businesses. And she volunteers at St. Charles Hartland School and Parish, serving on the Home & School Committee.
Mary Ellen and her husband, John, have two daughters and live in Hartland, Wisc.