Melissa Ellis

It’s my goal to help my clients live well by helping them develop financial independence.

I believe in a customized approach for financial planning and investment management. Everyone’s situation is different, and your plan should be tailored to your needs. I focus on what’s happening in your life now, while keeping an eye on your future.

It’s very rewarding to know that you are helping your clients to be able to sleep better at night because they have their finances in order.