Financial affairs are such a personal matter that it’s comforting to know you can work with an experienced local team that shares your hometown values and truly knows where you’re coming from.

Our team has more than 55 plus years of combined experience and has more than $188 million of assets under management. But most important, behind these numbers are the strong relationships we’ve built and the trust and guidance we’ve become known for providing.

We are retirement planners/professionals, specializing in 401(k) retirement plans for businesses and retirement income planning for individuals. But we’re also experts in Clarksville and the surrounding communities. And if we don’t already know you, we certainly welcome the opportunity to do so.

Kathy Ellis
CERTIFIED FINANCIAL PLANNER™; Series 7, General Securities Representative License; Series 63, Uniform Securities Agent License; Series 24 General Securities Principal's License; Life and Health Insurance License; Investment Management Consultant

Eric Ellis
Series 7 General Securities Representative License; Series 63, Uniform Securities Agent License; Series 65 Uniform Securities Investment Advisor Representative, Life Insurance License