My Goals

What you can expect from me -

    • I will look to understand and document your financial goals, provide you with advice to help you plan to achieve them and track your progress towards those goals.
    • I will recommend investments and strategies based on your financial goals using asset allocation as an approach for those investments.
    • You will be able to see the investments you own and how they are performing, as well as your financial goals and your progress toward those goals.
    • I will strive to reach out proactively at least four times each year, including at least one face-to-face or screen-to-screen meeting, and return your call or email the same day.

Disclosure: Asset allocation does not assure a profit or protect against loss.

Back to School Backpack Event

With the beginning of school approaching, all of us at Ellis & Ellis Investment Management, a private wealth advisory practice of Ameriprise Financial Services, Inc., saw a great need in our community and wanted to help those children who may not be as fortunate as we were growing up.

This year we sponsored our first Back to School Backpack Event,and it was a huge success!

Because of the generosity of our clients, we were able to deliver over 30 backpacks stuffed with supplies to local middle and elementary schools. Many thanks to all of you who participated with this cause and know that children will be able to go to school with confidence and be ready to gain the knowledge they need to succeed in life.

Years of Experience ?

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)