Broker Check
Sue Ellis, CFP®

Sue Ellis, CFP®


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 30 years of experience in the financial services industry. Before entering the industry, she had an illustrious career with Safeway, Inc. in various management positions over the course of 14 years. During this time, she developed a strong connection and relationship with her community members in Alaska. Her desire to help her community and other individuals and families inspired her to become a financial advisor.

In 1989, Sue transitioned into the financial services industry, founding her own independent firm. In 1999, she revolutionized her practice by adding business partner, Carri Berger, RFC. In 2012, Sue and Carri re-energized The Ellis Group after attending the Wall Street Academy, a professional training program for select independent financial advisors by the Greico Financial Institute to become a master of their craft and better understand behavior economics.

Sue holds securities licenses 6, 7, 24, 63, and 65. She received her CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning in 1993 and received her Bachelor of Science in Business Administration from Colorado State University. She is a recognized speaker and has spoken at conferences nationwide and internationally, including for the MDRT in Toronto in 2014 and for InterSecurities, Inc. in Ireland in 2005.

Sue is actively involved in her Alaska community. She previously served as a board member for the Advisory Councils for the University of Alaska, Tanana Valley College, the Fairbanks Estate Planning Council, and the Boy Scouts of Tanana Valley. She served as President of the United Way Board of Directors and received the Outstanding President Award. She was Rotarian of the Year, Treasurer, and Sergeant of Arms for the Fairbanks Downtown Rotary Club. Outside of the office, Sue enjoys reading, camping, fly fishing, and traveling.