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Biography

Ellie is a Principal at the Cincinnati North office, where she provides comprehensive, holistic financial planning and investment management services to individuals and families. By integrating all aspects of their financial lives, she develops personalized strategies that promote long-term stability and financial confidence.
Prior to joining Cerity Partners, Ellie served as a Financial Advisor at ARGI Financial Group. Before ARGI, she worked as Wealth Strategist for a local independent financial planning firm in Dayton, Ohio.

Education

  • B.S. in Business Administration: Financial Planning from Liberty University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Board member for the Dayton-Wright chapter of AFCEA

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.