Michael S Ellis, CPA
Wealth Management Advisor


Ellis Financial Services

Professional

As a CPA, Mike Ellis started his career in public accounting in 1984 with what is now Deloitte and Touche.  Mike worked for a closely held business from 1989 to 2003 who owned three companies, two of which focused on building Mass Transit facilities in large metropolitan cities, as well as railroad track work for the nation’s largest railroads.  The remaining company is a national supplier and manufacturer of railroad track materials and products.  Mike held the position of Controller and later as Chief Financial Officer.  Mike spent a great deal of his time guiding the family owners through the process of business succession and estate planning. Mike is a member of the Virginia Society of Certified Public Accountants and the American Institute Certified Public Accountants (AICPA). 

Mike attended Longwood University, where he received his Bachelor of Science in Business Administration.

Mike joined Northwestern Mutual in the fall of 2003.  Mike’s practice as a Wealth Management Advisor involves working with business owners, individuals and retirees.  Mike focuses on investments (advisory and non-advisory), insurance and estate planning. When working with business owners, Mike’s focus is on 401(k) plans, group benefits and business succession planning.  He is well versed in group benefits and retirement plans from a buyer’s prospective.

Mike has developed a true love for the business and absolutely believes in what we do at Northwestern Mutual.

Associations and MembershipsMike Ellis is a member of MDRT

Mike Ellis is a member of The Million Dollar Round Table (MDRT) (2010-2013). The Million Dollar Round Table, The Premier Association of Financial Professionals, is an international, independent association of more than 31,500 members, or less than 1 percent, of the world's life insurance and financial services professionals from 464 companies in more than 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

 Mike Ellis is a member of NAIFA

Mike is a member of the National Association of Insurance and Financial Services. NAIFA protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by its professional agents and advisors. The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. Through this organization he has won both the Quality Award and the National Sales Achievement Award.

 

Mike is a member of the Longwood University Foundation board and currently serves as Vice President.

 

Mike is also a member of the Rotary Club of Innsbrook

 

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