Team
At The Ellis Group, Inc., we believe our team approach can help clients navigate through a complex financial services world. We work together, as we believe a collaborative approach can yield greater results. Our personalities edify each other, allowing the financial plans we create and the life coaching we offer to reach the next level and help connect clients to their future.
Meet our team:
Sue Ellis is the President and founder of The Ellis Group, Inc. and an Investment Advisor Representative with Royal Alliance Associates, Inc. with more than 25 years of experience in the financial services industry. Before entering the...
Carri Berger is the Vice President of The Ellis Group, Inc. and an Investment Advisor Representative with Royal Alliance Associates, Inc. with more than 15 years of experience in the financial services industry. She first joined The...