In Business Since 1997
(602) 266-9200
In today's complex economy, it can be quite a challenge to manage your personal finances.
Mon-Fri 9am-5pm
Your financial future is a serious matter to me, please let me help you reach your goals.
Products and Services Offered through Raymond James Financial Services, Inc. Member FINRA/SIPC:
* Annuities
* Government Bonds
* Pension Plans
* Asset Allocation
* International Equities/Bonds
* Profit-Sharing Plans
* Cash Management
* IRA's
* Research Reports
* Certificates of Deposit
* Life Insurance
* Retirement Plans
* Corporate Bonds
* Long-Term Care Insurance
* Stocks
* Estate Planning
* Money-Market Funds
* Trust Services
* Fee-based Accounts
* Municipal Bonds
* CUTMA's for Children
* Financial Planning
* Mutual Funds
* 529 Plans for College
Available Evenings & Weekends by Appointment
Securities and Investment Advisory Services
Many people are looking for a trustworthy advisor who is interested in a common sense and practical approach to their financial matters. Clients can rely on Ellen for a broad range of services and strategies by combining planning and analysis with personalized advice.
Ellen earned her Bachelor's and Master's degrees from the College of Business at Arizona State University. She has lived in Arizona's valley of the sun for over thirty years. She has twenty years experience in healthcare and executive management.
She has been an investment advisor representative since 1997, first working with VALIC, AIG and American General and then moving to Raymond James Financial Services, Inc.
Ellen approaches investment management and financial planning as a client-centered process, with a focus on personal goals, dreams, and relationships. Client Education is a key goal in her office. She enjoys teaching people how to set appropriate financial goals, understand risk and reward relationships and how to make suitable financial decisions. Products and services designed to solve financial problems are only identified after asking questions and exploring alternatives in the financial planning process.
