Vantage Welcomes Kevin Ellis to the Advising Team!
Kevin P. Ellis
CFP® Professional, CPA®
Kevin has more than three decades of experience providing comprehensive investment advisory, financial planning, tax, and trust administration services to high-net-worth individuals, business owners, corporate executives and related entities. Having worked his first 12 years with “Big Four” public accounting firms, Kevin has a unique depth of tax expertise with emphasis on individual and trust income taxes, estate taxes, and closely-held businesses. Kevin spent his next 20 years as President of an SEC-registered investment advisory firm originally formed as a private family office. Kevin and his wife, Sherryl, reside in Brookfield and have three children ranging from high school to college age. Sherryl and Kevin are active members of St. Mary’s Visitation Parish in Elm Grove, with Sherryl serving on the Parish Council and Kevin having served previously as School Finance Committee Chair. Kevin is also serving as President in his second term on the Board of Western Racquet Club in Elm Grove. Kevin enjoys tennis, golf, and fitness activities as well as following the Badgers, Packers, Bucks, and USA soccer.
Alma Mater: UW-Madison (Double Major in Finance & Investment Banking and Accounting)