Ellen leverages more than 30 years of trust management experience to help current and future generations of individuals, families, and not-for-profit organizations. She combines her expertise in personal trusts, estate planning, and taxation with her ability to communicate complex information in an easy-to-understand manner. Knowing that every financial client has unique needs, issues, and requests, Ellen’s approach to client service begins with an in-depth analysis. She works closely to devise a plan that considers the client’s current position and ultimate goals, and regularly monitors that plan to make certain it is attaining optimum performance.
Ellen received her BA in accounting from Southern Methodist University, and her MBA with a concentration in taxation from Golden Gate University.
She is dedicated to community and professional growth as a member of the American Institute of CPAs, Florida Institute of CPAs, Naples Estate Planning Council, and Naples Planned Giving Council. She supports the League Club, the Naples Botanical Garden, Education Foundation of Collier County, YMCA of the Palms Endowment Board, and Leadership Florida. She currently leads the finance and governance committee.