Broker Check
Welcoming Jenna Ellis to Our Team at Creative Retirement Solutions Group

Welcoming Jenna Ellis to Our Team at Creative Retirement Solutions Group

May 15, 2024

We are thrilled to announce a new addition to the Creative Retirement Solutions Group family, Jenna Ellis, who joins us as the Client Service Manager. As we constantly aim to improve and expand our services, bringing Jenna onboard is a step towards enhancing our operational excellence and client service capabilities.

Jenna brings a wealth of experience in administrative and client coordination roles. Her professional background is complemented by her dedication to providing exceptional client experiences and her keen organizational skills. At Creative Retirement Solutions Group, Jenna will be instrumental in managing administrative tasks, which includes everything from scheduling meetings to handling important client communications. Her role ensures that every interaction with us is seamless, efficient, and meets the high standards you've come to expect from our team.

Our relationship with you is our most valued asset. I have cherished our long-standing connections, and it has been my privilege to serve you through the years. Four years ago, we were fortunate to have Mary Sheahan join us. Mary quickly became an essential part of our team, enhancing our service offerings and deepening our client relationships. Together with Mary, I have continued to dedicate myself fully to your financial success and peace of mind.

The addition of Jenna to our team is exciting not only for us but for you as well. Her role is tailored to support and enhance our capabilities, allowing Mary and me to focus even more on your strategic financial planning needs. We are confident that Jenna's presence will make our team stronger and our service to you even more comprehensive.

Please join me in warmly welcoming Jenna Ellis to Creative Retirement Solutions Group. We look forward to you meeting her and experiencing the added benefits her support will bring.

Here's to new beginnings and to continuing our journey of providing you with the best possible financial planning and advisory services. Thank you for your continued trust and partnership.

Warm regards,

Chris Balcerowiak, CFP®

Creative Retirement Solutions Group