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 certified financial planner

Kathy Ellis, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

Meet Kathy
Kathy Ellis certified financial planner

Kathy Ellis, CFP®

President of Ellis & Company Retirement Strategists

CERTIFIED FINANCIAL PLANNER™ professional

Kathy Ellis is loving, authentic, and generous. She has enjoyed helping people achieve their financial goals for over three decades. It doesn’t take long to notice, she genuinely cares about the people she works with. She finds it very rewarding to help people accomplish their goals. 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, estate planning, and charitable giving. Kathy attended Austin Peay State University, College for Financial Planning, and the Investment Training Institute in Atlanta. She celebrated her 21st anniversary with Raymond James in October of 2020.

Kathy’s lovable personality provides our clients with encouragement and confidence. You won’t find her without a smile on her face. She enjoys spending time with family, friends, and her dog Bizzy. Kathy and her husband Rusty just celebrated their 40th wedding anniversary. They both love sleepovers with her 6 grandchildren, Evie, Allie, Emmie, Kate, Tobie, and Knox. The grandchildren love playing at her house.

It is easy to see how Kathy Ellis is committed to giving back to her community. She serves on the Board of Directors for The Big Fish Scholarship and Austin Peay’s College of Business Advisory Board. Kathy is a past board member for the United Way of the Greater Clarksville Region. She served on the committee for the Tickle Me Pink program, which helps women recover from breast cancer. She’s a graduate of Leadership Clarksville and Citizens Police Academy. Kathy served as a founding member of the Reagan Women’s Giving Circle of Austin Peay as well.

Kathy is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, Series 24, and Series 63 licenses.
FINRA BrokerCheck | Kathy Ellis

Accomplishments

Forbes Best-In-State Wealth Advisors 2021 and 2020
Forbes America’s Top Women Wealth Advisors 2020 and 2021
Raymond James’ Leaders Council 2020, 2019, 2018, 2017, 2016, 2015, 2014, and 2013

Articles with Kathy Ellis

Forbes names Kathy Ellis, CFP® to Best-In-State Wealth Advisors 2021

Kathy Ellis | America’s Top Women Wealth Advisors by Forbes

Kathy Ellis & Eric Ellis | Best-in-State Wealth Advisors by Forbes

Ellis Member of Raymond James Leaders Council

Ellis Achieves Membership in Raymond James Financial Services Leaders Council

Kathy Ellis named Member of 2014 Leaders Council

Why Choose a Certified Financial Planner™ Professional?


Raymond James Leaders Council (2013-2020): Membership is based on prior fiscal year production.  Re-qualification is required annually.  The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance.  No fee is paid in exchange for this award/rating.
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Eric Ellis Financial Advisor

Eric Ellis

Financial Advisor

Meet Eric
Eric Ellis Financial Advisor

Eric Ellis

Financial Advisor

Eric Ellis 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 serves on the Board of Directors for Chapel Hill Christian Academy and is the Chairman of The Big Fish Scholarship, which provides scholarships to Austin Peay State University for local military families.

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

Eric holds Series 6, Series 7, Series 63, and Series 65 licenses.
FINRA BrokerCheck | Eric Ellis

Articles by Eric Ellis

Roth & Traditional IRA | How are They Different?

A Better Way to Give | Qualified Charitable Distribution

How Many Turkeys are Enough?

Don’t Give Up

More Than a Nest

Some Things Can Be Undone

Should I Eat Those Oreos? | CARES Act

Why Retirees Can’t just Run out the Clock?

One Small Step for Retirement


 

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Walter Keith

Walter Keith

Compliance Supervisory Delegate

Meet Walter
Walter Keith

Walter Keith

Compliance Supervisory Delegate

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.

Walter holds Series 7, Series 24, Series 63, and Series 65 licenses.
FINRA BrokerCheck | Walter Keith

 

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Ellis and Company Retirement Strategists Financial planning, CFP,

Michele Wieber

Client Service Manager

Meet Michele
Ellis and Company Retirement Strategists Financial planning, CFP,

Michele Wieber

Client Service Manager

Michele Wieber graduated from Cornell University with a degree in Business Management and Finance. She grew up in Cooperstown, NY. During the summers, she worked at the Baseball Hall of Fame. This experience added to her love of the game of baseball and especially her team, the Boston Red Sox. Over the years, she has worked in mortgage banking, owned her own business, and raised four children. She enjoys hiking and traveling to spend time with her kids who live all across the country from California to Oklahoma to the “U.P.” of Michigan. Michele is a dog lover. For 6 months she was without a furry friend until Jessika mentioned she was getting a puppy and that there were several in the litter. One look at the pictures of the litter and Maisie is now a part of the family!

Michele joined Ellis & Company after working with Merrill Lynch for five years as a registered client associate. She enjoys getting to know our clients and using her experience to help them plan for their financial future. Michele is always learning. Currently, she is studying for her Financial Services Certified Professional® designation, FSCP®. A program that focuses on in-depth knowledge in retirement planning, estate planning, and tax planning. She is putting this knowledge to good use by helping our team prepare for meetings as well as executing the strategies created and developed by our investment team.

Michele Wieber loves giving back to her community. She has volunteered with Girl Scouts and Boy Scouts of America. She is highly active with the Catholic school parent association and currently serves on the school board for Immaculate Conception School. The women’s association at Immaculate Conception Catholic Church in Clarksville is also very near and dear to her heart.

Michele holds Series 7 and Series 66 licenses.
FINRA BrokerCheck | Michele Wieber

Articles with Michele Wieber

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David Jimmerson

David Jimmerson

Client Service Manager

Meet David
David Jimmerson

David Jimmerson

Client Service Manager

David Jimmerson is authentic, kind-hearted, and loves helping people. He’s a natural fit with Ellis and Company Retirement Strategists. David’s goal is to help as many people as he possibly can achieve their financial goals. He aims to help clients have financial security so that they retire confident.

David graduated from the University of Tennessee at Chattanooga. While attending school there, he qualified for the Dean’s List seven semesters, achieved academic membership into the Golden Key National Honor Society, earned academic membership into the Alpha Phi Sigma Honor Society, and was an active member in the Tennessee of Chattanooga’s Criminal Justice Club. David met his wife, Sara, at the University of Tennessee at Chattanooga. They married on September 5, 2015. Through their careers after college, they have lived in Memphis, Phoenix, and now call Clarksville home. David and Sara have a beautiful daughter, Ellis Elizabeth Jimmerson, that was born on April 25, 2020. They also have an adorable dog named Lola. She still wrestles with the idea of being a big sister.

He joins our team after working in Memphis with Raymond James’ regional office in the Operations Department, where he was an Operations Supervisor. He is bringing to our team nearly a decade of experience in financial services and a valuable unique perspective. Prior to Raymond James, David worked at MassMutual. Initially, he was a retirement specialist there and then went on to become a Director in the Retirement Services department.

David Jimmerson is originally from Knoxville, Tennessee so he roots on the Tennessee Volunteer football program every year once Fall rolls around. He enjoys being active outdoors. Some of his favorite hobbies are hiking, swimming, and taking in some fresh air any chance he gets. He also loves going to museums, creative writing, and traveling to new places.

David holds Series 7, Series 6, Series 63, and Series 26 licenses.
FINRA BrokerCheck | David Jimmerson

Articles with David Jimmerson

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Patti Sheppard

Patti Sheppard

Office Manager

Meet Patti
Patti Sheppard

Patti Sheppard

Office Manager

Patti joined Ellis & Company in August of 2017.  She brings to our team over 30 years of office management and customer service experience.  She has worked in a variety of settings that range from medical office, artist management and bookings, banking to property management.

She was born in Illinois but raised in Clarksville, TN.  She attended elementary and middle school in Clarksville then moved to Hendersonville for her high school years.  Her family then moved back to Clarksville where she started her family and career and continues to reside today.

Patti is married to Raymon Sheppard and together they have four children and 6 grandchildren. She has two biological children, her son, Drew.  He is married to his wife, Hillary, and they have twin boys.  A daughter, Bailey who is a kindergarten teacher at Barksdale Elementary.  Patti has two “bonus” daughters.  Katelyn, who is married to Dillan and they have two children, Hunter and Maddie.  Morgan, who is married to Matt and they have two children, Aurora and Archer.

Patti loves spending time with her family and soaking every moment of being a grandmother to her precious grandchildren.  They endearingly call her Pooh.

Her favorite places are Oklaloosa Island, Florida and their cabin they have built at Dale Hollow Lake.


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Jessika Appleton Ellis and Company Retirement Strategists

Jessika Appleton

Client Experience Specialist

Meet Jessika
Jessika Appleton Ellis and Company Retirement Strategists

Jessika Appleton

Client Experience Specialist

Jessika Appleton is tremendously kind-hearted and cares about people. For example, her smile can be felt through a phone call. These are just a few of the reasons why she is an asset to Ellis and Company Retirement Strategists.  Jessika enjoys greeting our clients at the door with a smile. She also coordinates our team’s calendar. So Jessika is your person if you need to schedule an appointment with our team.

Jessika was born in Eglin Air Force Base, Florida. In 1996, the Army brought Jessika and her family to Clarksville. Her father serves as Command Sergeant Major of the United States Army Special Operations Aviation Command. She is the oldest of three children. A proud graduate of Clarksville High School, Jessika considers Clarksville home. She attended Nashville State Community College at their Clarksville campus. Jessika married Zack Appleton and together they have Bryson, their 2-year-old son.

Jessika joined Ellis & Company in March 2019. She had 3 years of administration experience prior to joining our team. Therefore she makes our team stronger. Jessika looks forward to helping Ellis & Company assist their clients in reaching their goals. She’s excited to greet our clients and provide them with a memorable experience. Over the last few years, Jessika has worked at an attorney’s office, she has bought her first home, and she has adopted their family dog, Sammy. Jessika enjoys boating with family and friends, traveling, and shopping at Miss Lucille’s. She is a huge Georgia Bulldogs football fan. (GO DAWGS)!! Most of all, Jessika treasures her family and friends.

One FUN fact:  Jessika has kept every card ever given to her; to include birthday, graduation, thank-you.


Articles with Jessika Appleton

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