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Wealth Management with Purpose & Peace of Mind

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Meet Patti

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Patti Sheppard

Patti Sheppard

Office Manager

Patti joined Ellis & Company in August of 2017 and brings more than 35 years of experience in office management and customer service. Over the years, she has worked in many different settings, including medical offices, artist management and booking, banking, and property management. Her wide range of experience allows her to serve both clients and teammates with care, efficiency, and a welcoming spirit.

Patti was born in Illinois but considers Clarksville, Tennessee home. She attended elementary and middle school in Clarksville, spent her high school years in Hendersonville, and later returned to Clarksville, where she started her family, built her career, and still lives today.

Patti and her husband, Raymon, share a beautiful blended family. Together they have four children and eight grandchildren, with their ninth on the way. Her son Drew and his wife Hillary have twin boys, Callahan and Sebastian. Her daughter Bailey and her husband Nelson have a daughter, Charlotte, and are expecting their first son in February 2026. Patti also has two “bonus” daughters—Katelyn, who is married to Dillan and has two children, Hunter and Maddie, and Morgan, who is married to Matt and has three children, Aurora, Archer, and Adelynn.

Family is at the center of Patti’s world. She treasures every moment she gets to spend with her children and grandchildren, who lovingly call her “Pooh.” When she’s not with family, you’ll likely find her enjoying some of her favorite places—Okaloosa Island in Florida, their cabin at Dale Hollow Lake, or their farm in Crofton, Kentucky.


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)
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