Will Ellis*, CFP®

Will Ellis*, CFP®

Financial Advisor

Born and raised in Grand Rapids, Michigan, Will spent a significant amount of his childhood (and adulthood) in or behind a boat on the Muskegon River near the Hardy Dam. To say Will is a boat or watersports guy would be a dramatic understatement; he lives this lifestyle every day. And when it's snowing, he would tell you “that's just not as much fun.”

Just over two years after graduating high school Will moved into the workforce and spent almost nine years at Blue Cross Blue Shield of Michigan in a number of different roles before relocating to Houston to work in the watersports industry making barefoot waterski wetsuits. Not long after that Will married and moved to Switzerland where his new wife, Keri who is also from Grand Rapids, was working as a dental hygienist. In 2012, Will graduated with a bachelor's degree in management from the University of Applied Science Zurich, in Zurich, Switzerland. A short time after graduating Will and Keri relocated back to Grand Rapids with their four month old daughter, Mayla. In October 2013, Will began working for a financial adviser with Ameriprise Financial where he earned his FINRA series 7 & 66 licenses, insurance license, and passed the CFP Board exam; during his tenure at Ameriprise Will spent his off hours selling boats for a ski boat manufacturer out of California. Before coming to Design Financial Group, Will made one last attempt at a career in the marine industry with a startup boat dealership in Grand Rapids where he served in a variety of roles including Service Manager, Pro Shop Manager, Technician, and Sales.

Now at Design Financial Group, Will uses his vast experience and knowledge to help young families, families in transition, and pre-retirees create a plan to help do the things in life most important to them.

When not working, and when Michigan isn't frozen, you are likely to find Will and his family on the water, somewhere, teaching somebody to do something behind a boat. Perhaps it's surfing or skiing, wake boarding or knee boarding, maybe a disc or just pulling kids around on tubes. Will and Keri, and now Mayla too, share a great passion for teaching and sharing their love of the water and watersports. If you're interested in learning, you can bet he'd be happy to teach.