We are thrilled to announce Ellen has completed the Certified Financial Planner™, Chartered Special Needs Consultant™, and National Social Security Advisor Certificate Holder
Have You Met Ellen Stallings Cain?
Ellen joined our team in 2019. At the time, she brought more than a decade of financial service achievements, in addition to several years’ experience as an entrepreneur. When she began, she set out to work alongside other Colton Groome Advisors and grow into leading client relationships.
We knew Ellen was a driven, ambitious, passionate individual and we have seen that firsthand since May of 2019. Ellen has launched herself on a path of professional growth, tackling an unprecendented number of accreditations during this time. Ellen has become:
- A Certified Financial Planner™ (CFP®)
- A National Social Security Advisor Certificate Holder
- And, a Chartered Special Needs Consultant™ (ChSNC®)
In all her studies and accomplishments, Ellen is most excited to pair her Certified Financial Planner along side her ChSNC® designation. As a mother of an adult child with special needs, she understands the real-life challenges and unique needs Special Families navigate both daily, and throughout their lives.
The Chartered Special Needs Consultant™ accreditation required her expertise to span across many areas of financial planning, including: special education, family dynamics, emotional and language consideration, disbaility law, special needs trusts, life insurance, government benefits, the ABLE Act, estate planning, retirement planning, tax planning, and medical cost.
Now, she has accomplished her goal and can support these unique needs within our community. Your Colton Groome Team is here to support clients in all life’s legacy goals, including protecting and caring for family member(s) with special needs. Thank you, Ellen, for leading our team to new heights. If you have questions for Ellen just reach out to her! 828-252-1816 x 112 or email@example.com.