Originally from Ann Arbor, Michigan, Ellen earned her degree from Indiana University Bloomington and spent time studying abroad in Vienna, Austria, before recently relocating to Cleveland following her marriage. She is proud of having built a successful career in wealth management through hard work, curiosity, and a genuine love of the industry, even though it was not the field she originally studied.

Ellen finds the most fulfillment in her work when clients and colleagues feel supported and valued, and she is motivated by the meaningful impact thoughtful financial planning can have on people’s lives. Known for her strong problem-solving skills and organization, Ellen enjoys creating efficient systems that help streamline processes and reduce the burden of financial tasks for clients. She is always willing to step in to help, whether by finding answers, coordinating solutions, or anticipating needs.