With more than 35 years of experience, Kathy has devoted her career to helping individuals and families make sound financial decisions and remain focused on achieving their goals. As a CERTIFIED FINANCIAL PLANNER™ professional, she is passionate about guiding clients with care, clarity, and confidence. Kathy studied at Austin Peay State University, the College for Financial Planning, and the Investment Training Institute in Atlanta.
Family is at the heart of Kathy’s life. She treasures time with her husband of 44 years, Rusty, their beloved fur baby Bizzy, and their seven grandchildren—Evie, Allie, Emmie Jo, Kate, Tobie, Knox, and Lucy—along with their parents, Eric and Megan, and Evan and Lacey Jo. Kathy and Rusty enjoy making lasting memories at their cabin on Kentucky Lake and are active members of Lone Oak Baptist Church, where faith and community play a central role in their lives.
Known for her warm smile and generous spirit, Kathy combines deep experience with genuine compassion, helping clients feel informed, supported, and truly valued.
Kathy is a CERTIFIED FINANCIAL PLANNER™ professional.
SEC Investment Adviser Public Disclosure (IAPD) | Kathy Ellis
CERTIFIED FINANCIAL PLANNER™ | Kathy Ellis