Kathy Ellis, CFP®professional


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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