Ellen McGill, CFP

I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. My mission is to provide every client with targeted, comprehensive financial guidance and portfolio management ideas tailored to each client’s circumstances.

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. I strive to provide objective and timely financial guidance - with the highest level of professional service - in building and preserving wealth for my clients. I hold a bachelor's degree in Personal Finance from the University of Wisconsin - Madison. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. For this designation, I had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.

Outside of the office, I participate in Women’s Business Council, am active in my church and enjoy a monthly book club with friends.  Much of my time is spent with family.  We are lucky to have many family members nearby!  My husband and I live in Savoy with our two daughters and very energetic dog.  We enjoy traveling, swimming, playing at the park and reading.