Who we are
About ellis retirement services
Combining experience and expertise
to create a personalized retirement plan
Ellis Retirement Services is a boutique, fee-based advisory and consulting firm specializing in corporate retirement plans and individual retirement planning. For our corporate clients, we work together to ensure they can navigate the complexities of 401(k) retirement plans and help them provide their employees with a best-in-class retirement plan benefits program. For individuals, we work together to develop a plan that best prepares them for all aspects of retirement and show them how to adjust that plan along the way.
Honesty
Integrity
Experience
Expertise
Meet Grant Ellis, AIF, CPFA
Dedicated to helping as many people as possible prepare for retirement
Grant Ellis began his retirement planning career in 2005 and has been serving the needs of his clients ever since. As an analytical person and a student of the industry, Grant loves the complexities involved with 401(k)’s and retirement planning. More than that, however, he loves that he gets to take those complex subjects and connect them to his clients’ needs and desires. Whether he’s working with a CFO, HR team, or an individual prepping for retirement, his goals are the same…helping them define goals and create a plan to achieve them.
When he isn’t serving his clients, Grant likes to live as full a life as possible. He plays guitar and sings at his church (he even got to sing with Garth Brooks once!). He used to own a peanut butter company, wrote a book, guest lectures at Universities, and plays a little golf every now and then.
More than anything though, Grant values the time he spends with his family. He and his wife Cara live in Eads, Tennessee with their two kids. Walker is nine and loves to play baseball, and Callan is eleven and loves to sing like her daddy.
Corinna Rose, AFC
Associate Advisor
Corinna is an Associate Advisor at Ellis Retirement Services, where she helps clients make sense of their finances and plan for the future with confidence. With a background in both psychology and finance, she knows that money isn’t just about numbers—it’s about people, goals, and life decisions. She holds a Bachelor's degree in Psychology from UC Santa Cruz and is an Accredited Financial Counselor® (AFC), giving her a well-rounded approach to guiding clients through everything from building wealth to enjoying retirement.
In her role, Corinna loves working one-on-one with clients to create financial strategies that actually make sense for their lives. She’s all about breaking down complex topics, helping people feel informed, and making sure they walk away feeling empowered rather than overwhelmed.
When she’s not helping clients, you can probably find Corinna out on a run training for her next marathon or hiking a scenic trail with her husband and two daughters. She believes life (and finances!) is all about balance—so she’s just as likely to be indulging in a post-run pastry as she is planning her next adventure.
Corinna can be reached at (901) 519-7734 or at corinna.rose@lpl.com.
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ABOUT OUR CLIENTS
Helping those we work with navigate their
responsibilities and overcome their challenges
We work with a wide range of clients, however we most commonly serve:
Companies with less than 5,000 employees who currently offer a 401(k) plan
Companies looking to implement a 401(k) plan for the first time
Companies looking to add a financial wellness program
Individuals preparing for retirement
Individuals already in retirement
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