Our Team
“The strength of the team is each individual member. The strength of each member is the team.” – Phil Jackson
Our Team
Although Ellis is quite young, founded in 2012, many of our team have worked with one another for over 20 years. With the breadth of knowledge among our individuals, we leverage that expertise and encourage our team members to work with one another for the greater benefit of the client. Although our clients may only meet with their dedicated advisor, they ultimately benefit from the collaborative efforts of the entire team.
Our support team is the backbone of the entire firm. Their assistance helps to ensure our clients remain our number one priority.
Our Team

David Y. Sun
CFA®
President & CIO

Daniel J. Kelley
CFS®, CSA®
Senior Portfolio Consultant

Woodward T. Odiorne
CLU®, ChFC®
Senior Financial Consultant

Jennifer A. Garrett
CFA®
Senior Portfolio Manager

Jonathan D. Smith
CFP®, MSTF
Financial Planning & Portfolio Consultant

Ross B. Muldoon
CFP®
Financial Planning & Portfolio Consultant

Evan Avgerinos
CBC, CFS®
Senior Financial Consultant

Michael A. Newman
M.B.A., ChFC®, CLU®
Senior Financial Consultant

Samuel M. Carpin
CFS®, CIMA®
Financial Planning and Portfolio Consultant

Derek A. Lemke
CFP®
Financial Planning & Portfolio Consultant

Robert F. Habig II
M.B.A.
Senior Financial Consultant

Christian Grude
ChFC®
Senior Financial Consultant

Joseph McGinley
Senior Financial Consultant

Robin Sun
Information & Technology Director

Nick Sun
CFS®
Chief Compliance Officer

Anthony Civitello
Director of Portfolio Management Operations

Drew Schaffer
CFP®
Financial Planning Coordinator

Lexi Barnhart
Portfolio Analyst
Support
Our Support Team
A dedicated and determined team ensures consistent and thorough support

Antoinette (Toni) Sun
Co-Chairperson

Kelly Carreno
Office Manager

Katelyn Baehrle
Client Services Manager

Katherine Lanza
Marketing & Communications Coordinator

Amy Deptula
Executive Assistant

Sandy L. Donnelly
CLU®, ChFC®
Executive Assistant

Stacey Costin
Executive Assistant