Ella is one of our Client Service Associates. She joined our team in January 2024 following her internship with us. She is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our wealth management model.
Ella graduated from NC State University majoring in Business Administration with a concentration in Finance. She was born and raised in Southern California and moved to Raleigh during high school. In her free time she loves to run, do anything outdoors, and loves being at the beach.