About
Ellen
Ellen is responsible for managing all aspects of her clients’ service needs, including account and cash management, distribution and investment funding, account administration research, and tax reporting support. Ellen also has extensive experience in complex trust administration and multi-generational client relationships. As someone with a gift for developing connections, many of Ellen’s client relationships have grown into treasured friendships throughout her years at the firm.
With over 30 years of experience in the financial services industry, Ellen is deeply involved with some of Focus Partners Wealth’s longest-standing and largest client relationships. She is also an active member of the firms Diversity & Inclusion Committee, which is committed to fostering an environment of inclusion, mutual respect, support, and camaraderie among the staff.
Ellen lives in San Diego and in her leisure time enjoys cooking, walking, and the beach.
Education and Professional Milestones
-Joined Focus Partners Wealth in 2001
Ellen is responsible for managing all aspects of her clients’ service needs, including account and cash management, distribution and investment funding, account administration research, and tax reporting support. Ellen also has extensive experience in complex trust administration and multi-generational client relationships. As someone with a gift for developing connections, many of Ellen’s client relationships have grown into treasured friendships throughout her years at the firm.
With over 30 years of experience in the financial services industry, Ellen is deeply involved with some of Focus Partners Wealth’s longest-standing and largest client relationships. She is also an active member of the firms Diversity & Inclusion Committee, which is committed to fostering an environment of inclusion, mutual respect, support, and camaraderie among the staff.
Ellen lives in San Diego and in her leisure time enjoys cooking, walking, and the beach.
Education and Professional Milestones
-Joined Focus Partners Wealth in 2001