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Biography

Ellis is an Associate in the New York Office. He supports the Executive Financial Counseling practice’s operational and client service efforts. The Executive Financial Counseling practice provides financial planning and tax preparation to corporate executives.

Prior to joining the Executive Financial Counseling office, Ellis was an AdvisorScholar Intern with Barnum Financial Group and a Telecommunications Sector Analyst for Franklin & Marshall College’s Student Managed Investment Portfolio.

Education

  • B.A. in Business, Organizations, and Society, Franklin & Marshall College

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Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

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Dustin Ribergaard

Lead Concierge

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Dustin Ribergaard

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By clicking “Submit”, 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.