Real. Genuine. Authentic.

The people we work with are more than clients. To us, it’s much deeper. We have grown together over the years. We’ve celebrated weddings and birthdays together. We’ve connected and built bonds that have weathered difficult personal times and trying markets. It’s because of this connection we understand why your goals are important to you and it’s why we can help you reach them.

We’ve strategically built a multigenerational team to help you throughout your journey. So you can have the confidence knowing at any stage in your life you could have a reliable, dependable, and honest professional you can trust to put your interests first.

Kathy Ellis, CFP®professional

CERTIFIED FINANCIAL PLANNER™ professional & President

Meet Kathy

Kathy Ellis, CFP®professional

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™ professional & President

Kathy has enjoyed helping people achieve their financial goals for nearly three decades. It doesn’t take long to notice, she genuinely cares about the people she works with. As a CERTIFIED FINANCIAL PLANNER™ professional, she has worked on some of the most complex financial planning scenarios. Her knowledge, experience, and expertise include financial planning, retirement strategies, estate planning, portfolio analysis, and charitable giving. Kathy attended Austin Peay State University, College for Financial Planning and the Investment Training Institute in Atlanta.

Kathy’s lovable personality provides our clients with encouragement and confidence. She enjoys spending time with family and friends, and her dog Rocky. She loves sleepovers with her 5 grandchildren, Evie, Allie, Emmie, Kate, and Tobie.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Eric Ellis

Financial Advisor

Meet Eric

Eric Ellis

Investment Management Consultant

Financial Advisor

Eric learned at a young age to help people when he could. He now uses his skills and talents to help lead our clients to the retirement they deserve. The journey to retirement can be filled with uncertainty. Giving people a sense of confidence, security, and independence truly gets Eric excited.

Eric graduated from Austin Peay State University with a concentration in Finance and gained invaluable experience with leading investment companies early in his career.

He is blessed with his lovely wife Megan and two beautiful girls, Allie Grace and Abigail Kate. When Eric is not investing his time into his profession or family, he enjoys playing sports and off-roading in his Jeep.

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Walter Keith

Registered Principal

Meet Walter

Walter Keith

Registered Principal

Walter was  born and raised in Nashville, TN. He started his career on September 4th, 1992, when the Dow Jones Industrial Average was at 3,281. He joined Raymond James on May 28, 1999 and opened his office in Maryland Farms, Brentwood, TN. He joined Ellis & Company as satellite office 2010. Walter enjoys, cooking, golf, and wine.

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Michele Headshot

Michele Wieber

Client Operations Specialist

Meet Michele
Michele Headshot

Michele Wieber

Client Operations Specialist

Michele Joined Ellis & Company after working for Merrill Lynch for five years as a registered client associate. She enjoys using her experience to help our clients plan for their financial future.

Michele graduated from Cornell University with a degree in Business Management and Finance. Over the years, she has worked in mortgage banking, owned her own business and raised four children. She enjoys hiking, travelling and the Red Sox!

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Patti Smith

Client Relationship Specialist

Meet Patti

Patti Smith

Client Relationship Specialist
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Jessika Appleton

Client Services Representative

Meet Jessika

Jessika Appleton

Client Services Representative
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