John J. Ellis Sr.

President and founder of Ellis Financial Group, John specializes in comprehensive financial planning with an emphasis on retirement plans. John's primary role at Ellis Financial Group is strategizing with clients on their goals and needs to put together a clear financial plan. He also monitors the financial markets daily and researches investment opportunities that are suitable for his client's portfolios. Previous to forming Ellis Financial Group, John affiliated with Fidelity Investments and RBC Capital Markets as a registered representative. As a licensed CFP^®, John has an obligation to act as a fiduciary. In his free time he enjoys attending sporting events, playing golf and fishing. He travels to Canada every summer with his son, John Jr., where they catch trophy northern pike.