Kwanza Ellis, CRPC®, CEPS
Senior Client Associate

Kwanza serves as a Senior Client Associate with a focus on financial planning. She has 9 years of experience in the financial services industry and is currently pursuing the Certified Financial Planner designation. Kwanza is a Chartered Retirement Planning Counselor (CRPC®) and Certified Elder Planning Specialist (CEPS).

She has an Economics degree from the University of Florida and attended Louisiana State University in Shreveport as an MBA in Finance candidate. She recently moved from Florida to Maryland. In her spare time, she enjoys yoga, hiking, and spending time with her 10 year old daughter.