ELLIS Financial Planning

Kathy Ellis is a CFP® with 31 years of industry experience, currently serving as an advisor at Ellis Financial Planning. Her prior experience includes roles at Raymond James Financial Services from 1999 to 2024 and Ellis and Company Retirement Strategist from 2016 to 2018. She serves on the advisory board for the Austin Peay State University College of Business and is a committee member overseeing finances at Lone Oak Baptist Church. Ellis Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, and institutions. The firm emphasizes a structured, long-term investment approach centered on client understanding and plan design, managing diversified portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments.

James Alfonso is a financial advisor at ELLIS Financial Planning with 11 years of industry experience. He holds the Series 66 designation and has previously worked at UBS, RBC Capital Markets, LLC., and Raymond James Financial Services. Alfonso is also involved with Ellis & Company, a support company based in Clarksville, TN. ELLIS Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, estates, and retirement plans. The firm uses a structured four-step process and emphasizes long-term, allocation-driven portfolios that include diversified mutual funds, ETFs, equities, fixed income, and select alternative investments.

Michele Wieber is a financial advisor with ELLIS Financial Planning in Clarksville, TN, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Merrill Lynch and Raymond James Financial Services. She serves as Education Committee Chair for Immaculate Conception Catholic Church. ELLIS Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, and other entities. The firm follows a structured four-step process and emphasizes long-term, allocation-driven portfolios using diversified mutual funds, ETFs, and other investment vehicles.

Eric Ellis is a financial advisor at ELLIS Financial Planning with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services Advisors Inc. and Ellis & Company Retirement Strategists. He serves on the Board of Directors for Chapel Hill Christian Academy in Clarksville, TN. ELLIS Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, and other entities. The firm follows a structured four-step process focused on long-term, allocation-driven portfolios and serves a high number of clients through a standardized service model.