About Ellie
Retirement planning shouldn't require a finance degree to understand. My job is to translate the options into plain language, lay them next to your actual goals, and help you choose with confidence — not pressure.
Most of the people I work with didn't get to where they are by accident — they saved carefully, made sacrifices, and built something real. What they're often missing isn't more money. It's a clear-eyed plan for turning what they've built into a retirement that actually feels secure.
I built Advance Your Assets around a simple idea: you deserve a straight answer about your options, from someone who explains the "why" behind every recommendation instead of just the "what." No scripts, no pressure to decide on the spot — just an honest conversation about what fits your life.
I work with a small number of carriers I trust, and I'll always tell you plainly which strategy I think fits — and just as importantly, when one doesn't.
How I Work
We move at your speed. It's normal to take time to think things over, and I'll never rush that.
If you wouldn't say it to a friend, I won't say it to you. No jargon for jargon's sake.
Our relationship doesn't end at the signature. I'm a call away whenever your situation changes.
Let's Talk
Book a free call and let's see where you stand — and what's possible from here.
Schedule a Free Call