With more than 28 years of financial advisory experience, I provide strategic financial planning and investment solutions tailored to each client’s unique risk tolerance, long-term goals, and aspirations for future generations.
A little bit more about Ellen...
Many years ago, I accepted a position with Prudential Financial as the human resources director, responsible for building an insurance-investment agency. Over time, my interaction with the team’s financial advisors piqued my interest, and my managers encouraged me to obtain my licenses so I could work with clients myself. I haven’t looked back since! Throughout my career I’ve been fortunate to earn company achievement awards, create a Women’s Investing Forum with my prior firm, and pay it forward by contributing charitably to House of Ruth and various animal shelters (I love animals!).
In addition to my bachelor’s degree from University of Maryland in Industrial Psychology with a Business Minor, I’ve more recently continued my education with the College of Financial Planning®, obtaining my Chartered Retirement Planning CounselorSM (CRPC®) certification to better support clients to define their roadmap to retirement. Focusing on investors’ pre- and post-retirement needs, as well as their asset management and estate planning, helps me to provide big-picture financial planning advice in a comprehensive way.
My earliest influence regarding money was my mother, as she was the bookkeeper for my family’s real estate business. She taught me the importance of balancing the books, saving, and investing—and I carry her lessons with me to this day.
Get to know Ellen...
What is something most people don’t know about you?
Most people don’t know that I won a singing contest to perform live on stage with Jimmy Buffett in front of 20,000 “Parrotheads” in 1997.
What do your favorite food?
My favorite food is grilled Rockfish—the whole fish!
What are your dream retirement goals?
I’d like to bike through Europe, buy a boat, and vacation more often with my family.
