Ellis Financial Planning

Ellis Financial Planning

Wealth Management with Purpose & Peace of Mind

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Meet Jessika

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Jessika Appleton

Jessika Appleton

Client Experience Specialist

Jessika has a gift for making people feel heard and cared for from the very first hello. You can practically hear her smile through the phone, and she truly loves connecting with people. Her goal is simple—make sure every person who reaches out feels listened to, helped, and pointed in the right direction.

As the first voice you hear and often the first face you see, Jessika manages the team’s calendar and helps guide clients to exactly who they need to speak with. If you’re not sure where to start, she’s always happy to listen and make sure you get connected to the right person. Kind, humble, and hardworking, Jessika is passionate about creating a great experience and loves seeing people reach their goals.

Jessika joined Ellis & Company in March of 2019. She and her husband, Zack Appleton, have two sons, Bryson and Hudson. The Army brought their family to Clarksville, where Jessika is a proud graduate of Clarksville High School. She also attended Nashville State Community College at the Clarksville campus.

Outside of work, Jessika enjoys boating with family and friends, traveling, and shopping at Miss Lucille’s. She’s a big Georgia Bulldogs football fan—Go Dawgs! Most of all, she treasures time with her family and friends.

One fun fact about Jessika: she has a very sentimental heart and keeps almost every card she’s ever been given—graduation cards, thank-you notes, and Mother’s Day cards included.


Ellis Financial Planning

2681 Townsend Ct.
Clarksville, TN 37043

Call: 931.905.0050
Fax: 931.647.8654

© 2026 Ellis Financial Planning

  • Client Relationship Summary (CRS)
  • Firm Brochure (Form ADV Part 2A)
  • Brochure Supplement – Kathy Ellis, CFP® (Form ADV Part 2B)
  • Brochure Supplement – Eric Ellis (Form ADV Part 2B)
  • Important Disclosures
  • Privacy Notice

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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