Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans

Awards & recognition

  • Jack Ellis, Five Star Wealth Manager, 2022, 2023
  • Capital Edge Advisors, Ameriprise Client Experience Award, 2023
  • Jack Ellis, Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

  • Saint Louis Art Museum Beaux Art Council
  • Perdido Key Chamber of Commerce

Honored to receive recognition

All of us at Capital Edge Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Capital Edge Advisors team and the great experience we work so hard to provide for our clients every day

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.

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