Ellie Welsh, CFP®

Financial Advisor

About Ellie

Ellie is responsible for managing client relationships and facilitating new ones, as well as assisting in the preparation for client meetings, running financial reports, and supporting the planning department. Ellie is a CERTIFIED FINANCIAL PLANNER® practitioner. She holds degrees in Mathematics and Finance from Michigan Technological University where she played collegiate basketball. She maintains her Series 7, 6, and 63 through LPL Financial and her Series 65 through Great Valley Advisor Group.

Ellie and her husband live in Minnesota. They have two rescue dogs, Stanley and Millie, who they love to take on adventures with them. They enjoy traveling and trying out new restaurants in the Twin Cities.