Our firm was organized in 1989 with the following objectives:
-To provide the highest quality professional services possible.
-To put our client's needs ahead of our own
-To help employers provide their participants with retirement plans that effectively meet their retirement needs.
Richard O. Ellis, FCA, EA, MSPA
Richard Ellis, the founder and President of Ellis Benefits Group, Inc., has over 25 years of experience in the retirement plan arena. He is a fellow of The Conference of Consulting Actuaries, an enrolled actuary under ERISA, and an active member of the American Society of Pension Professionals and Actuaries (ASPPA).
Grant R. Ellis, QPA, QKA, CRPC®
Grant Ellis is the Vice President of Ellis Benefits Group. He is in charge of all new business and marketing efforts for the firm, and has a background in both Retirement Plan Sales and Administration. Grant holds a Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). He is Series 6 and Series 63 registered through FINRA, and he also holds his Life, Accident, and Health Insurance Licences. Grant is also the President of Ellis Advisory Group, LLC. Please visit their website.
Suzy Ward, QPA, QKA
Suzy Ward is a Senior Plan Administrator at Ellis Benefits Group. She has extensive knowledge about qualified retirement plan issues and holds both the Qualified 401(K) Administrator (QKA) and the Qualified Pension Administrator (QPA) designations from ASPPA.
Angela Ross, QPA, QKA
Angela Ross is a Plan Administrator for Ellis Benefits Group. She is very experienced when it comes to Plan Administration and brings a wealth of knowledge to her clients. Angela holds both the Qualified Pension Administrator designation (QPA), and the Qualified 401(k) Administrator designation (QKA) from ASPPA.
Nora Nix
Nora is an administrative assistant for Ellis Benefits Group. She handles various administrative duties and enables our operation to run smoothly.