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Andrea Ellis

Advisor

Andrea’s passion for relationship-building and financial planning is evident in her work with clients. From listening to their stories about their children, grandchildren and future plans to helping them realize their financial dreams and goals, Andrea instills a sense of confidence and trust.

Andrea always puts her clients’ interests front and center, working hand in hand with them every step of the way, so they can make educated and informed decisions about their short- and long-term wealth management objectives.

Bringing 22 years of experience in wealth management to JMG, Andrea previously worked at Budros, Ruhlin & Roe in Columbus, Ohio.

Outside work, Andrea enjoys volunteering at her local Rotary Club and spending time with her family.

Joined JMG

2022

Certifications

CFP®

Degrees

Bachelor of Science in human ecology – The Ohio State University

Past Boards

Rotary Club of Hilliard

“JMG’s culture is collaborative, engaging and fun. We all work together to share our best ideas from planning for clients to developing processes that improve efficiency.”