Team - Wealth Management in Investing, Retirement | Better Money Decisions

Meet the Experts

With our advisors’ average experience of 20+ years, we can be your greatest resource in planning for decades to come.

Our Team

Lorraine Ell

MANAGING PARTNER


CEO

My 40+ year international career has shown me that tired cliches and pat answers do not help most families make better investment decisions. I’m here to change that by empowering women (and the men who care about them) to manage their financial lives with greater confidence and success.

Lea Ann Knight

MANAGING PARTNER


CFP®

Over the past 30 years I have helped women navigate change. Marriage, divorce, widowhood or retirement can have a profound financial and personal effect on one’s life. Understanding the whole picture, not just the investment portfolio, is why I am passionate about working with others.

Susan Koe

DIRECTOR OF FINANCIAL PLANNING


CFP®

I find that every client is unique and I delight in helping people figure out how to make money work for them. Part of that involves taking the time to get to know clients and understand their goals. That’s the reason I became a Certified Financial Planner.

Bryan Giron

SENIOR PORTFOLIO ANALYST


 

As a CFA candidate who has passed Level 1, I enjoy developing client portfolios that match their goals in life. With the right mix of investments, a successful financial future is possible. Rebalancing those portfolios keeps the money aligned with a client’s future.

Kim Creque

CLIENT SERVICE REPRESENTATIVE 


 

Believes that effective communication and thoroughness are the keys to getting tasks done correctly, and always strives to meet each client where they are in their financial journey. 

Peter Bo Rappmund

FINANCIAL ADVISOR INTERN


 

I believe this is one of the most important areas where I can create an immediate and meaningful difference in my community. I have completed the CFP® Certification Professional Education through Northwestern University and am actively working to acquire my CFP certification.

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Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.

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