Kwanza Ellis
Senior Client Associate

Kwanza serves as a Sr. Client Associate with a focus on financial planning. She has 9 years of experience in the financial services industry and is currently pursuing the CFP designation. She has an Economics degree from the University of Florida and is an MBA in Finance candidate with Louisiana State University, Shreveport.  She’s new to Maryland from Florida and on her off time enjoys yoga, hiking, and spending time with her 10 year old daughter.