With a passion for helping families and a commitment to providing exceptional customer service, Ellen is an invaluable asset to our team. She has decades of experience and service in banking and investments. As a Client Associate, Ellen plays a crucial role in supporting our financial advisors and ensuring that our clients receive the highest level of care. She is an organized and detail-oriented individual with a strong work ethic. Ellen routinely goes out of her way for her clients. She helps keep their finances on track, so they have more time to focus on what’s important to them. She is also a team player and has a knack for building rapport with clients.
Ellen is committed to helping our clients pursue their financial goals. She takes the time to understand each client's unique situation and provides them with personalized support.
Ellen is a invaluable member of our team and we are proud to have her on board. Ellen lives in Hilton with her husband Ken. She spends her free time with friends, children & grandkids. You will often find her camping, attending concerts, recitals & Scouts meetings, or volunteering on the board at her church.