Joining the team in October 2022, Ellie brings over seven years of experience in the financial services industry.
As Client Relationship Coordinator, she focuses on cultivating and enhancing the overall client experience through thoughtful support and efficient processes. Ellie plays a key role in overseeing the new business process from the initial meeting through account set up and completion, ensuring a smooth and organized experience for new clients. She also assists with incoming account inquiries & requests, including online account assistance.
Born and raised in the Lansing area, Ellie is a 2018 graduate of Michigan State University. She currently resides in East Lansing with her husband, Anthony, and daughter, Maizy.