I’m left-handed — and yes, it occasionally shows up in how I approach problem-solving. I also played college softball, which still shapes my appreciation for teamwork, discipline, and strategy.”
Ainsley Ellison
Manager, CFP®, RMA®
Experience
I help high-net-worth individuals and families manage their investments with comprehensive balance sheet planning. My goal is to ensure clients move beyond the focus of simply growing and preserving wealth. I help guide them to make smarter, more coordinated decisions across their entire financial portfolio, helping them to avoid common blind spots and hidden risks that could undermine long-term goals.
With nearly a decade of experience, I bring an analytical mindset grounded in clear frameworks and a deep understanding of the numbers. At the same time, I’m motivated by working closely with people and applying that analysis in ways that help them make confident decisions around what matters most. Clients appreciate that I translate complex financial decisions into clear, actionable guidance. While staying proactive and responsive serving as a consistent advocate, I coordinate the right resources to help clients move forward with confidence. Around the office, I’m known for being a go-to technical resource, a good sense of humor, and always being ready to discuss the latest episode of Survivor.
I earned my B.A. in financial management and Spanish language and literature from Hillsdale College. I’m a Certified Financial Planner™ (CFP®) professional and Retirement Management Advisor® (RMA®).
Outside of work, I channel my competitive energy into sharpening my golf game, and I enjoy spending as much time as possible traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
