About Ellie
For over seven years, Ellie has helped people walk into retirement with confidence instead of question marks — building her practice around one simple goal: making sure her clients know exactly what their retirement income will look like, down to the dollar.
That track record doesn't happen by accident — it happens when someone genuinely listens, takes the time to get it right, and never rushes a decision that affects the rest of your life.
After years spent specializing exclusively in retirement planning for federal employees, Ellie is opening her practice wider — extending that same patience, thoroughness, and commitment to finding the right plan to all pre-retirees and retirees looking for real clarity, federal background or not.
Retirement should feel like your working years did — except better. When you had a job, you knew what was coming in every paycheck. You knew your standard of living, what you could spend and what you couldn't. There was a ceiling, and you lived comfortably underneath it.
Then retirement hits, and for a lot of people that certainty disappears — withdrawal rates, market dips, wondering whether it'll last as long as you do. Ellie's entire approach is built around erasing that uncertainty: helping people design an income they can count on for life, so retirement doesn't feel like a leap of faith. It feels like simply continuing the life you already built — just without the alarm clock.
Ellie is known for being unhurried and easy to talk to. She doesn't believe in pressure or one-size-fits-all answers. Instead, she takes the time to understand your full financial picture, walks you through your options in plain language, and helps you choose a strategy that actually fits the retirement you want — not just the one that's easiest to sell.
She has deep knowledge of the income and growth strategies available today, and she's particular about matching the right tool to the right goal — whether that means prioritizing guaranteed income you can't outlive, or positioning assets for stronger long-term growth.
Ellie lives near Branson, Missouri, where she works with clients locally and across the country who want a retirement plan built on honesty, patience, and a genuine five-star track record.
You don't have to take my word for it — you can read what clients have actually said. Read verified reviews on the Better Business Bureau.
Why It Matters
Here are some excellent retirement studies worth reviewing if you're interested in what a successful, well-funded retirement can look like.
A 2018 Guaranteed Lifetime Income Study conducted by Greenwald & Associates and CANNEX gathered information from 1,003 individuals between the ages of 55 and 75 whose household assets were at least $100,000. Respondents said the greatest benefits of having a protected lifetime income are protection against longevity risk, peace of mind, and being better able to budget — all of which can make for a less stressful and happier overall retirement.
The study also found that the perceived value of protected lifetime income continues to grow. More respondents now considered protected income "a highly-valuable addition to Social Security" compared to one year earlier. Of these individuals, nearly three-quarters said protected lifetime income is "extremely important" to their financial security. Read more on guaranteed income plans.
Statistics show that when retirees have lifelong guaranteed income, they:
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 no-pressure consultation with Ellie today, and find out how close you already are to the retirement you pictured.
Schedule Your Meeting With Ellie