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
Client Services Associate
Corinna is a dedicated Client Service Associate at Ellis Retirement Services, where she brings her passion for guiding clients toward achieving their financial goals. With a strong foundation in both psychology and financial planning, Corinna holds a Bachelor’s degree in Psychology from UC Santa Cruz and is an Accredited Financial Counselor® (AFC). Her unique combination of education and experience allows her to approach financial challenges with a deep understanding of both the emotional and practical aspects of money management.
In her role, Corinna takes pride in providing personalized support to clients, helping them navigate their financial journeys with confidence. She is driven by a commitment to empowering individuals to make informed decisions that align with their long-term goals.
Outside of her professional life, Corinna stays active by training for marathons and enjoys spending time in nature. Whether hiking in the mountains or exploring new trails, she finds balance and inspiration with her husband and two daughters by her side.
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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