Administrative/ Insurance Broker Specialist
With over 20 years of managerial and administrative experience, Ellen is Covenant Planning’s dual threat as an Administrative Assistant and a Licensed Insurance Broker. Ellen has significant experience in both accounting and small business. Using her background in accounting from Sinclair College, Ellen collaborated in the start-up of Brixey & Meyer Accounting Firm in Dayton. Serving in both a managerial and administrative roles, Ellen assisted in client audits as well as the compilation of client tax returns.
Ellen lives in Springboro Ohio with her husband Tim and their 6 kids. Ellen is a longtime supporter and volunteer of the Springboro Panthers and has held many volunteer roles with the schools over the years. In addition, Ellen has volunteered extensively over the last 9 years with Fairhaven Church where she attends with her family.
*Not Affiliated with Founders Financial Securities, LLC, Member FINRA/SIPC and Registered Investment Advisor.