Broker Check

Our Team

Ellen Dorle, CFP®

Certified Financial Planner

614-880-0064

614-880-0067

[email protected]

Since 1993, Ellen Dorle, CFP® has helped people plan for the phases of life. She can help you plan proactively for the future - saving you time, saving you from stress and financial detours.Since 1993, Ellen Dorle, CFP® has helped people plan for the phases of life. She can help you plan proactively for the future - saving you time, saving you from stress and financial detours.

Planning is Ellen’s business. She’s built her independent financial services company on candor, character, and objectivity - qualities that have earned referral upon referral, qualities which have made her the retirement advisor of choice for many executives and business owners.

Jennifer Nester

Office Manager

614-880-0064

614-880-0067

[email protected]

Jennifer Nester was born and raised in Columbus. She graduated from Dublin High School, attended Virginia Intermont College (Bristol VA) where she earned degrees in History and Political Science. She went onto to obtain her MBA from Ashland University.

Jennifer spent 13 years in a family insurance business where she was the Vice President of Marketing and became a duly licensed agent both in Life and Health and Property and Causality.

Jennifer joined Ellen in 2015 as a marketing assistant and in 2016 became office manager. She is married and has 2 children. She is a long standing member of the Junior League of Columbus where she has served on the board in two different capacities. In her free time she enjoys running marathons, volunteering and being with her family.