Ellie is responsible for managing our enhanced client offerings. Her duties encompass facilitating gifts and events, managing client communications, and providing essential marketing and design support. Ellie strives to be a thoughtful and dynamic resource for our firm and an orchestrator of enriched services. Ellie’s professional background is a unique asset to our industry. Prior to her role with us, she gained valuable experience in music venue administration and client services for event technology. Ellie finds gratification in delivering an outstanding client experience while simultaneously refining systems and processes. With a steadfast commitment to placing the client at the forefront, she leverages her creative perspective to consistently expand the horizons of what it means to provide exceptional service, going above and beyond traditional wealth management.

Meet Our Team