Estimated Read Time: 3-4 Minutes A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: …[Read More]
Alex Ellis, CKA®
Alex Ellis, CKA®
Alex co-founded Values First in 2009 and serves as Co-President of the firm. As an investment advisor, he uses his objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. His goal is to help clients have clarity and confidence in their finances so they can focus on things that matter most to them. In addition to this, he oversees the firm’s operations and, along with his partners, the firm’s strategic vision.
He previously served as an investment advisor representative with American Values Investments where he and his partner served over 100 clients.
Alex graduated in 1996 from Lexington Baptist College (now merged with Boyce College), where he had a concentration in biblical studies, was regularly on the Dean’s List or Honor Role, and served in student body leadership.
He and his wife, Terri, have been married since 1997 and are blessed with two sons and one daughter. They reside in Ponte Vedra, Florida (a Jacksonville suburb) and are active in their local church. Through the years, Alex has served in leadership with youth ministries, helped launch small group ministries, written discipleship literature, mentored others, been privileged to lead hundreds of people to Christ, and travelled on domestic and international missions trips. He considers his personal relationship with Jesus Christ to be the most impactful aspect of his life.