Meet Ellen
As a Relationship Manager at SRQ Wealth, I work closely with our advisors to support the financial planning and review process while helping ensure each client’s experience is seamless from start to finish. My goal is to make every client feel heard, supported, and confident throughout their financial journey.
Before joining SRQ Wealth in 2026, I earned my degree in Finance from BYU-Idaho, where I served as Vice President of the Wealth Management Society and participated on a national case study team. I also completed internships with financial planning firms in Orlando and Winter Park, building a strong foundation in wealth management and client service.
Outside of work, I enjoy exploring Florida’s museums, beaches, and parks with family and friends. I’m also passionate about nature photography and crochet, love spending time with my two tuxedo cats, and never miss an opportunity to cheer on the Tampa Bay Rays.