Bio
Jeff Ellestad has been a valued member of Lake Ridge Bank’s Wealth Management Division for more than 10 years, helping individuals, families, and business owners navigate the complexities of wealth management. He provides comprehensive guidance across investment management, financial planning, retirement planning, estate planning coordination, and wealth transfer strategies.
Jeff is known for his relationship-focused approach, and he enjoys collaborating with clients and professional partners to develop personalized strategies designed to support his clients’ long-term financial success.
Education
Winona State University, College of Business
Community Involvement
Madison Estate Council – Board Member
Coaches vs. Cancer Wisconsin – Past Chair Member on Associate Board of Ambassadors
Being a true partner with my clients – offering guidance, celebrating milestones, and helping to build their legacies – that’s what it’s all about.”
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