Brian Ellis began in the financial services industry with Beneficial Financial Group in 2005 and joined The Cambridge Financial Center in 2010. Brian is an active member of the National Association of Insurance and Financial Advisors (NAIFA) and LEAP* licensed using the revolutionary Wealth in Motion* software and also Wealth Building Cornerstones strategies.
Brian holds the Financial Services Specialist (FSS) designation and specializes in matching innovative solutions to the financial challenges facing growing families, as well as preparing individuals to have secure, maximum income in retirement. The most fulfilling aspect of his job is being able to develop a mutually beneficial relationship of trust with those he meets and seeing the “light” come on as they discover the benefits of strategies they hadn’t previously considered.
Brian graduated from Brigham Young University (BA-English, ’93), is an Eagle Scout, a former high school & junior high football coach and speaks Danish. He and his wife Bonnie were married in 1990 and have 4 beautiful daughters & a great son-in-law. Brian’s interests include reading, sports, family vacations and service-oriented activities.
LEAP® and Wealth In Motion® are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of the Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners. It is important to note that the implementation of any strategies provided as a part of LEAP are designed to help find tax inefficiencies and aid one in reaching their financial goals, but no assurance can be made that these goals will in fact be reached. Individual results may vary.