Our Team

For more than 25 years, I have served as a dedicated advisor to those looking to make smart financial decisions.

Personally, through perseverance and a relentless pursuit of achieving goals, I have built a strong foundation for growth. I have learned the value of hard work, integrity, and service to others from a young age. As a voracious reader of nonfiction, history, and the financial markets, I have learned that education is a lifelong pursuit and a pathway to making better decisions with better outcomes. Like compounding interest, it takes patience to see results, but before long, those results can lead to magnified payoffs. Along the way, I established roots and became active in my local community, Hoboken, New Jersey, where I have made a home with my family.

Professionally, I have the pleasure of developing lasting relationships with individuals and families who want to make sound financial decisions. Harnessing technology, we deliver complex financial plans in an easy-to-comprehend format that combines assets, liabilities, and cash flow to make educated decisions on retirement account distributions, claiming social security, managing income tax brackets, and transferring wealth in the most efficient ways possible. With the proper plans in place, investment objectives and allocations are determined and managed accordingly.

While my goal is to guide as many as possible, time prohibits exponential growth. Therefore, I selectively work with those who value having an advisor whose goal is to provide concierge-level services today and makes sure their loved ones and wishes are carried out when they are no longer with us.   

I joined Ellis Financial Advisory in 2025 and have more than 18 years of experience in the financial industry. Today, I serve as the first point of contact for our clients, and I am a key support to Jason Ellis. I manage a variety of responsibilities, including account openings, client transitions, scheduling, and compliance support, helping to ensure a smooth and efficient client experience.

I am passionate about building genuine, long-lasting relationships and guiding clients through each step of the firm’s processes. I’m dedicated to providing consistent follow-up and helping clients navigate their day-to-day interactions with our firm through our high-touch client service. I seek to bring a friendly and dependable approach and take pride in easing client anxiety and making sure you feel supported every step of the way.

My commitment to helping others is deeply personal. Having faced financial challenges earlier in life, I find fulfillment in helping others feel confident and at ease. I want to continue to grow in my role, striving to provide even greater support to both our clients and Jason Ellis.

Outside of work, I enjoy reading, drawing, and playing the violin and clarinet. I live in Closter, New Jersey, with my husband.

I am currently working toward earning my FINRA securities licenses as I continue to build my path toward becoming a financial advisor. I bring a strong foundation in banking, legal support, and client service, with hands-on experience supporting clients through detailed and often complex processes.

My background in the legal field, particularly in estate planning, has given me a meaningful perspective on the importance of protecting assets and preparing for the future. Through this experience, I have developed an appreciation for the level of care, organization, and attention to detail required to support Jason Ellis in helping clients make informed and confident decisions.

I am motivated by the opportunity to help individuals and families feel more confident about their financial future, and I strive to approach each interaction with clarity, integrity, and a genuine commitment to their long-term success.