Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Robert M Ellis

MBA, CRPC, AAMS

Private Wealth Advisor

Managing Director
Learn more about Robert M Ellis Visit Robert M Ellis's website

Will Ellis

Financial Advisor

Managing Director
Learn more about Will Ellis Visit Will Ellis's website


Our team

Lisa Cannon

Client Service Associate