Ellis Financial Planning

Ellis Financial Planning

Wealth Management with Purpose & Peace of Mind

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  • Values
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  • Process
  • Media
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  • Contact
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People

Extensive Experience.
Exceptional Care.

Equipped to serve you with excellence

Great wealth management begins with great people, which is why we’ve built a strong, dedicated team to support you. Together, our advisors offer extensive experience and a well-honed approach to client service. We care deeply about your long-term success and wellbeing, and our multigenerational practice was designed to support you and your family for many years to come.

Kathy Ellis, CFP®

Kathy Ellis, CFP®

President, Ellis Financial Planning, Financial Adviser

CERTIFIED FINANCIAL PLANNER™ professional

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Eric Ellis

Eric Ellis

Financial Adviser

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James Alfonso

James Alfonso

Associate Financial Adviser

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Michele Wieber, FSCP®

Michele Wieber, FSCP®

Financial Services Certified Professional®

Senior Client Service Manager

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David Jimmerson

David Jimmerson

Client Service Manager

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Patti Sheppard

Patti Sheppard

Office Manager

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Jessika Appleton

Jessika Appleton

Client Experience Specialist

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Sonia Goforth

Sonia Goforth

Chief Compliance Officer

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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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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my information.